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Disclosery

LPL Financial LLC: WINA position timeline

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

LPL Financial LLC held 1,251 WINA 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 1,251 shares
    Change vs previous 13F -721 shares

    <0.01% of the 13F portfolio, value $529,136.

    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 1,972 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $842,960.

    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 2,017 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $816,618.

    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 2,092 shares
    Change vs previous 13F -222 shares

    <0.01% of the 13F portfolio, value $1,041,520.

    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 2,314 shares
    Change vs previous 13F -235 shares

    <0.01% of the 13F portfolio, value $873,918.

    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 2,549 shares
    Change vs previous 13F +378 shares

    <0.01% of the 13F portfolio, value $810,360.

    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 2,171 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $853,498.

    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 1,636 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $626,604.

    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).