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LPL Financial LLC: WTV position timeline

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

LPL Financial LLC held 3,234,403 WTV 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 3,234,403 shares
    Change vs previous 13F -301,932 shares

    0.07% of the 13F portfolio, value $329,003,436.

    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 3,536,335 shares
    Change vs previous 13F +979,792 shares

    0.09% of the 13F portfolio, value $334,997,008.

    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 2,556,543 shares
    Change vs previous 13F +261,672 shares

    0.07% of the 13F portfolio, value $238,525,464.

    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 2,294,871 shares
    Change vs previous 13F +287,458 shares

    0.06% of the 13F portfolio, value $208,856,194.

    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 2,007,413 shares
    Change vs previous 13F +547,689 shares

    0.06% of the 13F portfolio, value $173,440,486.

    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 1,459,724 shares
    Change vs previous 13F +630,123 shares

    0.05% of the 13F portfolio, value $119,945,514.

    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 829,601 shares
    Change vs previous 13F +272,807 shares

    0.03% of the 13F portfolio, value $69,338,078.

    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 556,794 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,546,216.

    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).