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ArrowMark Colorado Holdings LLC: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ArrowMark Colorado Holdings LLC on LPLA, newest first. How the timeline and the estimate are built.

ArrowMark Colorado Holdings LLC held 28,835 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,835 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $8,122,243.

    13F-HR 0001172661-26-003384 filed by ArrowMark Colorado Holdings 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 28,835 shares
    Change vs previous 13F +3,000 shares

    0.23% of the 13F portfolio, value $8,674,433.

    13F-HR 0001172661-26-002286 filed by ArrowMark Colorado Holdings 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 25,835 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $9,227,487.

    13F-HR 0001172661-26-001050 filed by ArrowMark Colorado Holdings 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 25,835 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $8,595,046.

    13F-HR 0001172661-25-005041 filed by ArrowMark Colorado Holdings 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 25,835 shares
    Change vs previous 13F -5,000 shares

    0.17% of the 13F portfolio, value $9,687,350.

    13F-HR 0001172661-25-003450 filed by ArrowMark Colorado Holdings 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 30,835 shares
    Change vs previous 13F -7,421 shares

    0.16% of the 13F portfolio, value $10,087,362.

    13F-HR 0001172661-25-002341 filed by ArrowMark Colorado Holdings 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 38,256 shares
    Change vs previous 13F +5,000 shares

    0.17% of the 13F portfolio, value $12,490,967.

    13F-HR 0001172661-25-001120 filed by ArrowMark Colorado Holdings 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 33,256 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,736,343.

    13F-HR 0001172661-24-005155 filed by ArrowMark Colorado Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).