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Disclosery

Bell Asset Management Ltd: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bell Asset Management Ltd on LPLA, newest first. How the timeline and the estimate are built.

Bell Asset Management Ltd held 9,116 LPLA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,116 shares
    Change vs previous 13F -6,584 shares

    1.01% of the 13F portfolio, value $2,787,673.

    13F-HR 0001172661-26-004441 filed by Bell Asset Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,700 shares
    Change vs previous 13F +2,046 shares

    1.18% of the 13F portfolio, value $4,422,376.

    13F-HR 0001172661-26-003648 filed by Bell Asset Management Ltd
    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 13,654 shares
    Change vs previous 13F +3,371 shares

    1.21% of the 13F portfolio, value $4,126,648.

    13F-HR 0001172661-26-001557 filed by Bell Asset Management Ltd
    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 10,283 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,676,378.

    13F-HR 0001172661-26-000969 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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