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Disclosery

Azora Capital LP: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Azora Capital LP on LPLA, newest first. How the timeline and the estimate are built.

Azora Capital LP held 525,867 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 525,867 shares
    Change vs previous 13F +98,529 shares

    6.24% of the 13F portfolio, value $148,126,217.

    13F-HR 0001013594-26-000895 filed by Azora Capital LP
    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 427,338 shares
    Change vs previous 13F -20,851 shares

    8.45% of the 13F portfolio, value $128,556,091.

    13F-HR 0001013594-26-000594 filed by Azora Capital LP
    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 448,189 shares
    Change vs previous 13F +94,833 shares

    10.08% of the 13F portfolio, value $160,079,665.

    13F-HR 0001013594-26-000240 filed by Azora Capital LP
    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 353,356 shares
    Change vs previous 13F -118,996 shares

    5.45% of the 13F portfolio, value $117,558,008.

    13F-HR 0001013594-25-001404 filed by Azora Capital LP
    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 472,352 shares
    Change vs previous 13F +29,918 shares

    8.01% of the 13F portfolio, value $177,117,829.

    13F-HR 0001013594-25-001017 filed by Azora Capital LP
    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 442,434 shares
    Change vs previous 13F +26,249 shares

    9.82% of the 13F portfolio, value $144,737,859.

    13F-HR 0001013594-25-000661 filed by Azora Capital LP
    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 416,185 shares
    Change vs previous 13F -227,359 shares

    6.1% of the 13F portfolio, value $135,888,564.

    13F-HR 0001013594-25-000272 filed by Azora Capital LP
    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 643,544 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $149,707,641.

    13F-HR 0001013594-24-000947 filed by Azora Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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