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Disclosery

LPL Financial LLC: WTMF position timeline

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

LPL Financial LLC held 502,047 WTMF 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 502,047 shares
    Change vs previous 13F +25,736 shares

    <0.01% of the 13F portfolio, value $20,508,620.

    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 476,311 shares
    Change vs previous 13F +25,954 shares

    0.01% of the 13F portfolio, value $18,902,773.

    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 450,357 shares
    Change vs previous 13F +121,292 shares

    <0.01% of the 13F portfolio, value $17,122,573.

    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 329,065 shares
    Change vs previous 13F +63,110 shares

    <0.01% of the 13F portfolio, value $12,466,654.

    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 265,955 shares
    Change vs previous 13F +114,964 shares

    <0.01% of the 13F portfolio, value $9,389,783.

    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 150,991 shares
    Change vs previous 13F -2,765 shares

    <0.01% of the 13F portfolio, value $5,153,330.

    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 153,756 shares
    Change vs previous 13F -6,280 shares

    <0.01% of the 13F portfolio, value $5,370,704.

    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 160,036 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,684,539.

    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).