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Disclosery

LPL Financial LLC: ZWS position timeline

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

LPL Financial LLC held 75,230 ZWS 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 75,230 shares
    Change vs previous 13F -1,384 shares

    <0.01% of the 13F portfolio, value $3,801,380.

    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 76,614 shares
    Change vs previous 13F -10,487 shares

    <0.01% of the 13F portfolio, value $3,435,377.

    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 87,101 shares
    Change vs previous 13F -1,891 shares

    <0.01% of the 13F portfolio, value $4,049,327.

    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 88,992 shares
    Change vs previous 13F +941 shares

    <0.01% of the 13F portfolio, value $4,185,276.

    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 88,051 shares
    Change vs previous 13F -10,132 shares

    <0.01% of the 13F portfolio, value $3,220,026.

    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 98,183 shares
    Change vs previous 13F +2,103 shares

    <0.01% of the 13F portfolio, value $3,238,080.

    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 96,080 shares
    Change vs previous 13F +6,477 shares

    <0.01% of the 13F portfolio, value $3,583,798.

    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 89,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,220,348.

    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).