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Disclosery

LPL Financial LLC: WMS position timeline

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

LPL Financial LLC held 43,590 WMS 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 43,590 shares
    Change vs previous 13F +656 shares

    <0.01% of the 13F portfolio, value $6,841,870.

    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 42,934 shares
    Change vs previous 13F -2,740 shares

    <0.01% of the 13F portfolio, value $5,887,590.

    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 45,674 shares
    Change vs previous 13F -4,921 shares

    <0.01% of the 13F portfolio, value $6,614,912.

    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 50,595 shares
    Change vs previous 13F +2,681 shares

    <0.01% of the 13F portfolio, value $7,017,509.

    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 47,914 shares
    Change vs previous 13F +29,341 shares

    <0.01% of the 13F portfolio, value $5,503,408.

    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 18,573 shares
    Change vs previous 13F +772 shares

    <0.01% of the 13F portfolio, value $2,017,940.

    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 17,801 shares
    Change vs previous 13F +980 shares

    <0.01% of the 13F portfolio, value $2,057,817.

    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 16,821 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,643,527.

    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).