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Disclosery

LPL Financial LLC: WK position timeline

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

LPL Financial LLC held 13,798 WK 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 13,798 shares
    Change vs previous 13F -118 shares

    <0.01% of the 13F portfolio, value $669,341.

    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 13,916 shares
    Change vs previous 13F -6,559 shares

    <0.01% of the 13F portfolio, value $829,781.

    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 20,475 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $1,765,969.

    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 20,290 shares
    Change vs previous 13F +2,355 shares

    <0.01% of the 13F portfolio, value $1,746,563.

    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 17,935 shares
    Change vs previous 13F +1,541 shares

    <0.01% of the 13F portfolio, value $1,227,651.

    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 16,394 shares
    Change vs previous 13F +1,860 shares

    <0.01% of the 13F portfolio, value $1,244,469.

    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 14,534 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $1,591,473.

    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 14,007 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,108,234.

    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).