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Disclosery

LPL Financial LLC: WTW position timeline

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

LPL Financial LLC held 42,377 WTW 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 42,377 shares
    Change vs previous 13F +4,918 shares

    <0.01% of the 13F portfolio, value $11,076,181.

    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 37,459 shares
    Change vs previous 13F +2,428 shares

    <0.01% of the 13F portfolio, value $10,889,370.

    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 35,031 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $11,511,179.

    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 34,964 shares
    Change vs previous 13F -915 shares

    <0.01% of the 13F portfolio, value $12,078,297.

    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 35,879 shares
    Change vs previous 13F +12,018 shares

    <0.01% of the 13F portfolio, value $10,997,056.

    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 23,861 shares
    Change vs previous 13F -2,090 shares

    <0.01% of the 13F portfolio, value $8,063,748.

    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 25,951 shares
    Change vs previous 13F +9,150 shares

    <0.01% of the 13F portfolio, value $8,128,880.

    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 16,801 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,948,329.

    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).