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Disclosery

LPL Financial LLC: WRD position timeline

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

LPL Financial LLC held 25,756 WRD 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 25,756 shares
    Change vs previous 13F -36,636 shares

    <0.01% of the 13F portfolio, value $149,900.

    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 62,392 shares
    Change vs previous 13F -21,585 shares

    <0.01% of the 13F portfolio, value $504,751.

    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 83,977 shares
    Change vs previous 13F +11,158 shares

    <0.01% of the 13F portfolio, value $728,920.

    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 72,819 shares
    Change vs previous 13F +48,692 shares

    <0.01% of the 13F portfolio, value $720,908.

    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 24,127 shares
    Change vs previous 13F -12,926 shares

    <0.01% of the 13F portfolio, value $190,121.

    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 37,053 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $502,809.

    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).