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Disclosery

LPL Financial LLC: WEX position timeline

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

LPL Financial LLC held 13,868 WEX 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 13,868 shares
    Change vs previous 13F -6,883 shares

    <0.01% of the 13F portfolio, value $1,956,636.

    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 20,751 shares
    Change vs previous 13F -3,991 shares

    <0.01% of the 13F portfolio, value $3,175,733.

    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 24,742 shares
    Change vs previous 13F -2,915 shares

    <0.01% of the 13F portfolio, value $3,686,063.

    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 27,657 shares
    Change vs previous 13F -2,387 shares

    <0.01% of the 13F portfolio, value $4,356,807.

    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 30,044 shares
    Change vs previous 13F -623 shares

    <0.01% of the 13F portfolio, value $4,413,164.

    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 30,667 shares
    Change vs previous 13F +1,259 shares

    <0.01% of the 13F portfolio, value $4,239,685.

    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 29,408 shares
    Change vs previous 13F +3,439 shares

    <0.01% of the 13F portfolio, value $5,282,731.

    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 25,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,446,373.

    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).