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LPL Financial LLC: WRAP position timeline

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

LPL Financial LLC held 202,484 WRAP 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 202,484 shares
    Change vs previous 13F -2,111 shares

    <0.01% of the 13F portfolio, value $261,204.

    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 204,595 shares
    Change vs previous 13F +99,945 shares

    <0.01% of the 13F portfolio, value $315,076.

    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 104,650 shares
    Change vs previous 13F -693 shares

    <0.01% of the 13F portfolio, value $249,067.

    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 105,343 shares
    Change vs previous 13F +1,137 shares

    <0.01% of the 13F portfolio, value $228,594.

    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 104,206 shares
    Change vs previous 13F +39,152 shares

    <0.01% of the 13F portfolio, value $162,561.

    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 65,054 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $111,242.

    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 64,813 shares
    Change vs previous 13F -12,823 shares

    <0.01% of the 13F portfolio, value $137,403.

    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 77,636 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,453.

    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).