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Disclosery

LPL Financial LLC: WFRD position timeline

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

LPL Financial LLC held 20,813 WFRD 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 20,813 shares
    Change vs previous 13F +1,991 shares

    <0.01% of the 13F portfolio, value $1,696,262.

    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 18,822 shares
    Change vs previous 13F -7,732 shares

    <0.01% of the 13F portfolio, value $1,780,217.

    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 26,554 shares
    Change vs previous 13F +3,896 shares

    <0.01% of the 13F portfolio, value $2,078,140.

    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 22,658 shares
    Change vs previous 13F +732 shares

    <0.01% of the 13F portfolio, value $1,550,517.

    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 21,926 shares
    Change vs previous 13F +5,263 shares

    <0.01% of the 13F portfolio, value $1,103,103.

    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 16,663 shares
    Change vs previous 13F -5,692 shares

    <0.01% of the 13F portfolio, value $892,330.

    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 22,355 shares
    Change vs previous 13F -329 shares

    <0.01% of the 13F portfolio, value $1,601,288.

    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 22,684 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,926,285.

    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).