LPL Financial LLC: WRN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on WRN, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 37,234 WRN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 37,234 sharesChange vs previous 13F +24,284 shares
<0.01% of the 13F portfolio, value $83,404.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,950 sharesChange vs previous 13F +375 shares
<0.01% of the 13F portfolio, value $32,764.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,575 sharesChange vs previous 13F -2,465 shares
<0.01% of the 13F portfolio, value $33,575.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,040 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $29,629.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).