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Disclosery

LPL Financial LLC: YORW position timeline

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

LPL Financial LLC held 45,144 YORW 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 45,144 shares
    Change vs previous 13F -409 shares

    <0.01% of the 13F portfolio, value $1,383,662.

    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 45,553 shares
    Change vs previous 13F -1,139 shares

    <0.01% of the 13F portfolio, value $1,387,091.

    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 46,692 shares
    Change vs previous 13F +5,636 shares

    <0.01% of the 13F portfolio, value $1,486,659.

    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 41,056 shares
    Change vs previous 13F -1,386 shares

    <0.01% of the 13F portfolio, value $1,248,917.

    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 42,442 shares
    Change vs previous 13F +7,641 shares

    <0.01% of the 13F portfolio, value $1,341,163.

    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 34,801 shares
    Change vs previous 13F -3,431 shares

    <0.01% of the 13F portfolio, value $1,206,909.

    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 38,232 shares
    Change vs previous 13F -921 shares

    <0.01% of the 13F portfolio, value $1,250,953.

    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 39,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,466,688.

    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).