Skip to content
Disclosery

LPL Financial LLC: WF position timeline

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

LPL Financial LLC held 20,255 WF 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 20,255 shares
    Change vs previous 13F +531 shares

    <0.01% of the 13F portfolio, value $1,162,662.

    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 19,724 shares
    Change vs previous 13F +983 shares

    <0.01% of the 13F portfolio, value $1,313,614.

    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 18,741 shares
    Change vs previous 13F +1,275 shares

    <0.01% of the 13F portfolio, value $1,101,811.

    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 17,466 shares
    Change vs previous 13F +10,303 shares

    <0.01% of the 13F portfolio, value $980,694.

    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 7,163 shares
    Change vs previous 13F -5,975 shares

    <0.01% of the 13F portfolio, value $356,233.

    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 13,138 shares
    Change vs previous 13F -208 shares

    <0.01% of the 13F portfolio, value $438,561.

    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 13,346 shares
    Change vs previous 13F +1,055 shares

    <0.01% of the 13F portfolio, value $417,061.

    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 12,291 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $439,157.

    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).