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Disclosery

LPL Financial LLC: WHF position timeline

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

LPL Financial LLC held 75,986 WHF 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 75,986 shares
    Change vs previous 13F +6,221 shares

    <0.01% of the 13F portfolio, value $509,105.

    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 69,765 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $516,262.

    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 69,644 shares
    Change vs previous 13F +23,047 shares

    <0.01% of the 13F portfolio, value $484,029.

    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 46,597 shares
    Change vs previous 13F +24,047 shares

    <0.01% of the 13F portfolio, value $322,452.

    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 22,550 shares
    Change vs previous 13F +7,715 shares

    <0.01% of the 13F portfolio, value $196,633.

    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 14,835 shares
    Change vs previous 13F -347 shares

    <0.01% of the 13F portfolio, value $143,155.

    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 15,182 shares
    Change vs previous 13F +1,495 shares

    <0.01% of the 13F portfolio, value $146,965.

    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 13,687 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,354.

    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).