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Disclosery

LPL Financial LLC: WES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on WES, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 325,656 WES shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 325,656 shares
    Change vs previous 13F +25,732 shares

    <0.01% of the 13F portfolio, value $14,250,690.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 299,924 shares
    Change vs previous 13F +7,028 shares

    <0.01% of the 13F portfolio, value $12,347,887.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 292,896 shares
    Change vs previous 13F +14,046 shares

    <0.01% of the 13F portfolio, value $11,569,401.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 278,850 shares
    Change vs previous 13F +1,732 shares

    <0.01% of the 13F portfolio, value $10,956,010.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 277,118 shares
    Change vs previous 13F +18,324 shares

    <0.01% of the 13F portfolio, value $10,724,450.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 258,794 shares
    Change vs previous 13F +31,687 shares

    <0.01% of the 13F portfolio, value $10,600,184.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 227,107 shares
    Change vs previous 13F +32,628 shares

    <0.01% of the 13F portfolio, value $8,727,733.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 194,479 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,440,779.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).