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Disclosery

LPL Financial LLC: WU position timeline

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

LPL Financial LLC held 373,379 WU 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 373,379 shares
    Change vs previous 13F +160,282 shares

    <0.01% of the 13F portfolio, value $2,875,016.

    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 213,097 shares
    Change vs previous 13F -29,952 shares

    <0.01% of the 13F portfolio, value $1,860,337.

    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 243,049 shares
    Change vs previous 13F +37,335 shares

    <0.01% of the 13F portfolio, value $2,262,785.

    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 205,714 shares
    Change vs previous 13F +30,318 shares

    <0.01% of the 13F portfolio, value $1,643,656.

    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 175,396 shares
    Change vs previous 13F +52,854 shares

    <0.01% of the 13F portfolio, value $1,476,831.

    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 122,542 shares
    Change vs previous 13F +37,042 shares

    <0.01% of the 13F portfolio, value $1,296,489.

    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 85,500 shares
    Change vs previous 13F +93 shares

    <0.01% of the 13F portfolio, value $906,295.

    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 85,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,018,904.

    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).