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Disclosery

Bridgewater Associates, LP: LPLA position timeline

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

Bridgewater Associates, LP held 6,900 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 6,900 shares
    Change vs previous 13F +6,900 shares

    0.01% of the 13F portfolio, value $1,943,592.

    13F-HR 0001350694-26-000003 filed by Bridgewater Associates, 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 0 shares
    Change vs previous 13F -118,294 shares

    13F-HR 0001350694-26-000002 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 118,294 shares
    Change vs previous 13F -90,450 shares

    0.15% of the 13F portfolio, value $42,251,068.

    13F-HR 0001350694-26-000001 filed by Bridgewater Associates, 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 208,744 shares
    Change vs previous 13F +16,089 shares

    0.27% of the 13F portfolio, value $69,447,041.

    13F-HR 0001172661-25-004777 filed by Bridgewater Associates, 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 192,655 shares
    Change vs previous 13F -30,218 shares

    0.29% of the 13F portfolio, value $72,239,845.

    13F-HR 0001172661-25-003151 filed by Bridgewater Associates, 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 222,873 shares
    Change vs previous 13F +157,989 shares

    0.34% of the 13F portfolio, value $72,910,673.

    13F-HR 0001172661-25-001828 filed by Bridgewater Associates, 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 64,884 shares
    Change vs previous 13F +29,036 shares

    0.1% of the 13F portfolio, value $21,185,275.

    13F-HR 0001172661-25-000823 filed by Bridgewater Associates, 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 35,848 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,339,320.

    13F-HR 0001172661-24-004671 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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