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Disclosery

LPL Financial LLC: WTAI position timeline

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

LPL Financial LLC held 908,339 WTAI 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 908,339 shares
    Change vs previous 13F +194,228 shares

    0.01% of the 13F portfolio, value $43,118,828.

    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 714,111 shares
    Change vs previous 13F +39,938 shares

    0.01% of the 13F portfolio, value $20,159,352.

    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 674,173 shares
    Change vs previous 13F +163,131 shares

    0.01% of the 13F portfolio, value $19,645,400.

    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 511,042 shares
    Change vs previous 13F +113,239 shares

    <0.01% of the 13F portfolio, value $14,595,351.

    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 397,803 shares
    Change vs previous 13F +15,670 shares

    <0.01% of the 13F portfolio, value $9,770,034.

    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 382,133 shares
    Change vs previous 13F +25,430 shares

    <0.01% of the 13F portfolio, value $7,260,527.

    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 356,703 shares
    Change vs previous 13F +22,132 shares

    <0.01% of the 13F portfolio, value $7,847,471.

    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 334,571 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,668,007.

    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).