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Disclosery

LPL Financial LLC: WPC position timeline

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

LPL Financial LLC held 793,572 WPC 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 793,572 shares
    Change vs previous 13F -11,462 shares

    0.01% of the 13F portfolio, value $56,740,404.

    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 805,034 shares
    Change vs previous 13F -37,608 shares

    0.01% of the 13F portfolio, value $54,710,116.

    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 842,642 shares
    Change vs previous 13F +14,853 shares

    0.01% of the 13F portfolio, value $54,232,437.

    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 827,789 shares
    Change vs previous 13F +71,490 shares

    0.02% of the 13F portfolio, value $55,933,690.

    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 756,299 shares
    Change vs previous 13F +75,431 shares

    0.02% of the 13F portfolio, value $47,177,883.

    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 680,868 shares
    Change vs previous 13F -19,093 shares

    0.02% of the 13F portfolio, value $42,969,577.

    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 699,961 shares
    Change vs previous 13F -27,335 shares

    0.02% of the 13F portfolio, value $38,133,868.

    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 727,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $45,310,551.

    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).