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Disclosery

LPL Financial LLC: WTRE position timeline

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

LPL Financial LLC held 37,416 WTRE 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 37,416 shares
    Change vs previous 13F -2,730 shares

    <0.01% of the 13F portfolio, value $937,090.

    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 40,146 shares
    Change vs previous 13F +18,913 shares

    <0.01% of the 13F portfolio, value $869,409.

    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 21,233 shares
    Change vs previous 13F +7,142 shares

    <0.01% of the 13F portfolio, value $452,046.

    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 14,091 shares
    Change vs previous 13F +717 shares

    <0.01% of the 13F portfolio, value $313,615.

    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 13,374 shares
    Change vs previous 13F -4,257 shares

    <0.01% of the 13F portfolio, value $260,384.

    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 17,631 shares
    Change vs previous 13F +6,990 shares

    <0.01% of the 13F portfolio, value $305,509.

    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 10,641 shares
    Change vs previous 13F -1,832 shares

    <0.01% of the 13F portfolio, value $183,563.

    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 12,473 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $248,343.

    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).