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BAKER TILLY WEALTH MANAGEMENT, LLC: LPLA position timeline

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

BAKER TILLY WEALTH MANAGEMENT, LLC held 660 LPLA shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 660 shares
    Change vs previous 13F -451 shares

    0.04% of the 13F portfolio, value $201,828.

    13F-HR 0001840565-26-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,111 shares
    Change vs previous 13F +162 shares

    0.07% of the 13F portfolio, value $312,950.

    13F-HR 0001840565-26-000003 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 949 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $285,488.

    13F-HR 0001840565-26-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 918 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $327,882.

    13F-HR 0001840565-26-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 915 shares
    Change vs previous 13F +185 shares

    0.07% of the 13F portfolio, value $304,411.

    13F-HR 0001840565-25-000007 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 730 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $273,728.

    13F-HR 0001840565-25-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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