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Disclosery

BASSWOOD CAPITAL MANAGEMENT, L.L.C.: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BASSWOOD CAPITAL MANAGEMENT, L.L.C. on LPLA, newest first. How the timeline and the estimate are built.

BASSWOOD CAPITAL MANAGEMENT, L.L.C. held 2,921 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 2,921 shares
    Change vs previous 13F -27,285 shares

    0.04% of the 13F portfolio, value $822,787.

    13F-HR 0001405086-26-000596 filed by BASSWOOD CAPITAL MANAGEMENT, L.L.C.
    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 30,206 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $9,086,871.

    13F-HR 0001405086-26-000323 filed by BASSWOOD CAPITAL MANAGEMENT, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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