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Disclosery

LPL Financial LLC: WM position timeline

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

LPL Financial LLC held 1,063,787 WM 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 1,063,787 shares
    Change vs previous 13F -30,668 shares

    0.05% of the 13F portfolio, value $237,096,764.

    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 1,094,455 shares
    Change vs previous 13F -12,322 shares

    0.07% of the 13F portfolio, value $251,494,772.

    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 1,106,777 shares
    Change vs previous 13F +153,872 shares

    0.07% of the 13F portfolio, value $243,170,108.

    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 952,905 shares
    Change vs previous 13F +77,295 shares

    0.06% of the 13F portfolio, value $210,430,135.

    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 875,610 shares
    Change vs previous 13F +29,167 shares

    0.07% of the 13F portfolio, value $200,357,081.

    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 846,443 shares
    Change vs previous 13F -29,343 shares

    0.08% of the 13F portfolio, value $195,960,022.

    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 875,786 shares
    Change vs previous 13F +68,816 shares

    0.07% of the 13F portfolio, value $176,724,811.

    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 806,970 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $167,527,099.

    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).