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CAPTRUST FINANCIAL ADVISORS: LPLA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,565 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,565 shares
    Change vs previous 13F -9,609 shares

    0.01% of the 13F portfolio, value $6,637,912.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 33,174 shares
    Change vs previous 13F -3,516 shares

    0.02% of the 13F portfolio, value $9,979,465.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,690 shares
    Change vs previous 13F -639 shares

    0.02% of the 13F portfolio, value $13,104,707.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,329 shares
    Change vs previous 13F -158,884 shares

    0.03% of the 13F portfolio, value $12,419,097.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 196,213 shares
    Change vs previous 13F +9,471 shares

    0.16% of the 13F portfolio, value $73,573,803.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 186,742 shares
    Change vs previous 13F -29,128 shares

    0.15% of the 13F portfolio, value $61,090,809.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 215,870 shares
    Change vs previous 13F +18,286 shares

    0.2% of the 13F portfolio, value $70,483,721.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 197,584 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $45,964,013.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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