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LPL Financial LLC: WTFC position timeline

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

LPL Financial LLC held 108,404 WTFC 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 108,404 shares
    Change vs previous 13F -3,993 shares

    <0.01% of the 13F portfolio, value $17,422,612.

    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 112,397 shares
    Change vs previous 13F +6,143 shares

    <0.01% of the 13F portfolio, value $15,616,378.

    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 106,254 shares
    Change vs previous 13F +26,488 shares

    <0.01% of the 13F portfolio, value $14,856,378.

    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 79,766 shares
    Change vs previous 13F +20,694 shares

    <0.01% of the 13F portfolio, value $10,564,178.

    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 59,072 shares
    Change vs previous 13F +18,852 shares

    <0.01% of the 13F portfolio, value $7,323,764.

    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 40,220 shares
    Change vs previous 13F +24,240 shares

    <0.01% of the 13F portfolio, value $4,523,111.

    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 15,980 shares
    Change vs previous 13F +3,622 shares

    <0.01% of the 13F portfolio, value $1,992,796.

    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 12,358 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,341,166.

    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).