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LPL Financial LLC: WY position timeline

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

LPL Financial LLC held 817,820 WY 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 817,820 shares
    Change vs previous 13F -28,746 shares

    <0.01% of the 13F portfolio, value $19,578,599.

    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 846,566 shares
    Change vs previous 13F +190,495 shares

    0.01% of the 13F portfolio, value $20,681,605.

    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 656,071 shares
    Change vs previous 13F +112,327 shares

    <0.01% of the 13F portfolio, value $15,542,326.

    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 543,744 shares
    Change vs previous 13F -46,070 shares

    <0.01% of the 13F portfolio, value $13,479,410.

    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 589,814 shares
    Change vs previous 13F +60,677 shares

    0.01% of the 13F portfolio, value $15,152,316.

    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 529,137 shares
    Change vs previous 13F -41,964 shares

    0.01% of the 13F portfolio, value $15,493,117.

    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 571,101 shares
    Change vs previous 13F -196,782 shares

    0.01% of the 13F portfolio, value $16,076,496.

    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 767,883 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,000,513.

    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).