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Clarkston Capital Partners, LLC: LPLA position timeline

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

Clarkston Capital Partners, LLC held 76,499 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,499 shares
    Change vs previous 13F -19,905 shares

    1.82% of the 13F portfolio, value $21,548,238.

    13F-HR 0001172661-26-003236 filed by Clarkston Capital Partners, LLC
    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 96,404 shares
    Change vs previous 13F -205,080 shares

    2.21% of the 13F portfolio, value $29,001,215.

    13F-HR 0001398344-26-009118 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 301,484 shares
    Change vs previous 13F -197,149 shares

    2.49% of the 13F portfolio, value $107,681,040.

    13F-HR 0001398344-26-002957 filed by Clarkston Capital Partners, LLC
    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 498,633 shares
    Change vs previous 13F -100,149 shares

    3.57% of the 13F portfolio, value $165,890,213.

    13F-HR 0001398344-25-020819 filed by Clarkston Capital Partners, LLC
    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 598,782 shares
    Change vs previous 13F -75,445 shares

    4.77% of the 13F portfolio, value $224,525,287.

    13F-HR 0001398344-25-015184 filed by Clarkston Capital Partners, LLC
    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 674,227 shares
    Change vs previous 13F -198,056 shares

    4.35% of the 13F portfolio, value $220,566,621.

    13F-HR 0001398344-25-009360 filed by Clarkston Capital Partners, LLC
    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 872,283 shares
    Change vs previous 13F -104,747 shares

    5.46% of the 13F portfolio, value $284,809,122.

    13F-HR 0001398344-25-002606 filed by Clarkston Capital Partners, LLC
    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 977,030 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $227,286,489.

    13F-HR 0001398344-24-020187 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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