Position in WFG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,047,643
+$193,081 QoQ
Shares Held
16,046
+14.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026LPL Financial LLC holds $4,731,690 across 4 Lumber & Wood Production names. WFG ranks #3 (22.1% of the industry book) .
All Filings in WFG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,047,643 | 16,046 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $854,562 | 13,984 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $766,270 | 11,272 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $428,731 | 5,849 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $465,563 | 6,051 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $574,865 | 6,642 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $441,138 | 4,531 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $225,152 | 2,929 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | $212,437 | 2,982 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $251,063 | 3,473 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $225,588 | 3,112 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $231,878 | 3,022 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $664,138 | 8,057 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,002,996 | 10,518 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $260,186 | 3,089 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||