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Disclosery

LPL Financial LLC: WIP position timeline

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

LPL Financial LLC held 119,547 WIP 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 119,547 shares
    Change vs previous 13F -43,720 shares

    <0.01% of the 13F portfolio, value $4,708,939.

    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 163,267 shares
    Change vs previous 13F +68,796 shares

    <0.01% of the 13F portfolio, value $6,465,364.

    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 94,471 shares
    Change vs previous 13F +9,732 shares

    <0.01% of the 13F portfolio, value $3,721,229.

    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 84,739 shares
    Change vs previous 13F +11,711 shares

    <0.01% of the 13F portfolio, value $3,322,600.

    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 73,028 shares
    Change vs previous 13F +14,570 shares

    <0.01% of the 13F portfolio, value $2,912,349.

    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 58,458 shares
    Change vs previous 13F +1,260 shares

    <0.01% of the 13F portfolio, value $2,192,252.

    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 57,198 shares
    Change vs previous 13F -61,632 shares

    <0.01% of the 13F portfolio, value $2,069,406.

    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 118,830 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,787,643.

    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).