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Disclosery

LPL Financial LLC: WT position timeline

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

LPL Financial LLC held 141,973 WT 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 141,973 shares
    Change vs previous 13F +6,340 shares

    <0.01% of the 13F portfolio, value $2,405,021.

    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 135,633 shares
    Change vs previous 13F +25,442 shares

    <0.01% of the 13F portfolio, value $1,974,817.

    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 110,191 shares
    Change vs previous 13F +12,463 shares

    <0.01% of the 13F portfolio, value $1,343,223.

    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 97,728 shares
    Change vs previous 13F +22,773 shares

    <0.01% of the 13F portfolio, value $1,358,415.

    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 74,955 shares
    Change vs previous 13F +23,902 shares

    <0.01% of the 13F portfolio, value $862,735.

    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 51,053 shares
    Change vs previous 13F +38,452 shares

    <0.01% of the 13F portfolio, value $455,394.

    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 12,601 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $132,313.

    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).