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Disclosery

LPL Financial LLC: WFC position timeline

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

LPL Financial LLC held 2,839,414 WFC 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 2,839,414 shares
    Change vs previous 13F -25,861 shares

    0.05% of the 13F portfolio, value $234,649,167.

    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 2,865,275 shares
    Change vs previous 13F +35,795 shares

    0.06% of the 13F portfolio, value $228,104,521.

    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 2,829,480 shares
    Change vs previous 13F +89,408 shares

    0.07% of the 13F portfolio, value $263,707,547.

    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 2,740,072 shares
    Change vs previous 13F +191,840 shares

    0.07% of the 13F portfolio, value $229,672,890.

    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 2,548,232 shares
    Change vs previous 13F +322,885 shares

    0.07% of the 13F portfolio, value $204,164,379.

    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 2,225,347 shares
    Change vs previous 13F +52,194 shares

    0.06% of the 13F portfolio, value $159,757,706.

    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 2,173,153 shares
    Change vs previous 13F +92,879 shares

    0.06% of the 13F portfolio, value $152,642,303.

    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 2,080,274 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $117,514,668.

    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).