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Disclosery

Capital World Investors: LPLA position timeline

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

Capital World Investors held 2,343,266 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,343,266 shares
    Change vs previous 13F +30,820 shares

    0.08% of the 13F portfolio, value $660,051,167.

    13F-HR 0001422849-26-000113 filed by Capital World Investors
    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 2,312,446 shares
    Change vs previous 13F -1,312,911 shares

    0.09% of the 13F portfolio, value $695,653,130.

    13F-HR 0001422849-26-000046 filed by Capital World Investors
    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 3,625,357 shares
    Change vs previous 13F +996,806 shares

    0.18% of the 13F portfolio, value $1,294,868,760.

    13F-HR 0001422849-26-000010 filed by Capital World Investors
    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 2,628,551 shares
    Change vs previous 13F +2,612,184 shares

    0.12% of the 13F portfolio, value $874,492,632.

    13F-HR 0001422849-25-000069 filed by Capital World Investors
    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 16,367 shares
    Change vs previous 13F +10,932 shares

    <0.01% of the 13F portfolio, value $6,137,134.

    13F-HR 0001422848-25-000151 filed by Capital World Investors
    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 5,435 shares
    Change vs previous 13F -13,819 shares

    <0.01% of the 13F portfolio, value $1,778,006.

    13F-HR 0000732812-25-000016 filed by Capital World Investors
    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 19,254 shares
    Change vs previous 13F +1,447 shares

    <0.01% of the 13F portfolio, value $6,286,624.

    13F-HR 0001422848-25-000012 filed by Capital World Investors
    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 17,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,142,442.

    13F-HR 0000017283-24-000032 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

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