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Cetera Investment Advisers: LPLA position timeline

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

Cetera Investment Advisers held 18,019 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 18,019 shares
    Change vs previous 13F -1,492 shares

    <0.01% of the 13F portfolio, value $5,075,616.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 19,511 shares
    Change vs previous 13F +752 shares

    0.01% of the 13F portfolio, value $5,869,508.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 18,759 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $6,700,057.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 18,998 shares
    Change vs previous 13F -85 shares

    0.01% of the 13F portfolio, value $6,320,543.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 19,083 shares
    Change vs previous 13F +683 shares

    0.01% of the 13F portfolio, value $7,155,417.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 18,400 shares
    Change vs previous 13F +3,747 shares

    0.01% of the 13F portfolio, value $6,019,426.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 14,653 shares
    Change vs previous 13F +201 shares

    0.01% of the 13F portfolio, value $4,784,376.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 14,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,362,018.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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