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Disclosery

LPL Financial LLC: WTS position timeline

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

LPL Financial LLC held 13,104 WTS 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 13,104 shares
    Change vs previous 13F +1,427 shares

    <0.01% of the 13F portfolio, value $5,129,622.

    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 11,677 shares
    Change vs previous 13F +492 shares

    <0.01% of the 13F portfolio, value $3,389,661.

    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 11,185 shares
    Change vs previous 13F +1,220 shares

    <0.01% of the 13F portfolio, value $3,087,326.

    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 9,965 shares
    Change vs previous 13F +451 shares

    <0.01% of the 13F portfolio, value $2,782,898.

    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 9,514 shares
    Change vs previous 13F +2,201 shares

    <0.01% of the 13F portfolio, value $2,339,435.

    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 7,313 shares
    Change vs previous 13F -146 shares

    <0.01% of the 13F portfolio, value $1,491,320.

    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 7,459 shares
    Change vs previous 13F +1,277 shares

    <0.01% of the 13F portfolio, value $1,516,503.

    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 6,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,280,778.

    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).