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Disclosery

Channing Capital Management, LLC: LPLA position timeline

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

Channing Capital Management, LLC held 0 LPLA shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -23,552 shares

    13F-HR 0001172661-25-004659 filed by Channing Capital Management, LLC
    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.

  2. period ended2025-06-30
    13F 23,552 shares
    Change vs previous 13F -9,463 shares

    0.25% of the 13F portfolio, value $8,831,293.

    13F-HR 0001172661-25-003143 filed by Channing Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 33,015 shares
    Change vs previous 13F -7,543 shares

    0.33% of the 13F portfolio, value $10,800,527.

    13F-HR 0001172661-25-001815 filed by Channing Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 40,558 shares
    Change vs previous 13F +8,741 shares

    0.35% of the 13F portfolio, value $13,242,593.

    13F-HR 0001172661-25-000571 filed by Channing Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 31,817 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,401,589.

    13F-HR 0001172661-24-004599 filed by Channing Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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