LPL Financial LLC
- SEC CIK
- 0001403438
- Latest filing
- Aug 7, 2026
TWFG holding history
TWFG, Inc. in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TWFG overviewAll 13F holders of TWFGFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −31,837−100.0% | Sold out | Holders |
| Q2 2025 | 31,837 | $1.11M | <0.1% | +1,108+3.6% | Added | Holders |
| Q1 2025 | 30,729 | $949.8K | <0.1% | −442−1.4% | Reduced | Holders |
| Q4 2024 | 31,171 | $960.1K | <0.1% | +3,585+13.0% | Added | Holders |
| Q3 2024 | 27,586 | $748.1K | <0.1% | +27,586 | New | Holders |