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BLAIR WILLIAM & CO/IL: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BLAIR WILLIAM & CO/IL on LPLA, newest first. How the timeline and the estimate are built.

BLAIR WILLIAM & CO/IL held 15,924 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,924 shares
    Change vs previous 13F -1,246 shares

    0.01% of the 13F portfolio, value $4,485,482.

    13F-HR 0001104659-26-093821 filed by BLAIR WILLIAM & CO/IL
    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 17,170 shares
    Change vs previous 13F +11,593 shares

    0.01% of the 13F portfolio, value $5,165,377.

    13F-HR 0001104659-26-057897 filed by BLAIR WILLIAM & CO/IL
    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 5,577 shares
    Change vs previous 13F +3,655 shares

    0.01% of the 13F portfolio, value $1,992,076.

    13F-HR 0001104659-26-015563 filed by BLAIR WILLIAM & CO/IL
    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 1,922 shares
    Change vs previous 13F -8,226 shares

    <0.01% of the 13F portfolio, value $639,520.

    13F-HR 0001104659-25-109927 filed by BLAIR WILLIAM & CO/IL
    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 10,148 shares
    Change vs previous 13F -10,290 shares

    0.01% of the 13F portfolio, value $3,805,139.

    13F-HR 0001104659-25-070274 filed by BLAIR WILLIAM & CO/IL
    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 20,438 shares
    Change vs previous 13F -918 shares

    0.02% of the 13F portfolio, value $6,686,021.

    13F-HR 0001104659-25-046545 filed by BLAIR WILLIAM & CO/IL
    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 21,356 shares
    Change vs previous 13F -1,766 shares

    0.02% of the 13F portfolio, value $6,972,843.

    13F-HR 0001104659-25-011872 filed by BLAIR WILLIAM & CO/IL
    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 23,122 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,378,767.

    13F-HR 0001104659-24-116499 filed by BLAIR WILLIAM & CO/IL
    Filed (acceptance time not in the bulk data set), ingested

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