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CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.: LPLA position timeline

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

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. held 384,252 LPLA shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 384,252 shares
    Change vs previous 13F -36,629 shares

    0.15% of the 13F portfolio, value $21,955,000.

    13F-HR 0001453415-18-000001 filed by CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-09-30
    13F 420,881 shares
    Change vs previous 13F -76,979 shares

    0.17% of the 13F portfolio, value $21,704,000.

    13F-HR 0001453415-17-000005 filed by CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-06-30
    13F 497,860 shares
    Change vs previous 13F -52,398 shares

    0.17% of the 13F portfolio, value $21,138,000.

    13F-HR 0001453415-17-000004 filed by CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-03-31
    13F 550,258 shares
    Change vs previous 13F -6,092 shares

    0.17% of the 13F portfolio, value $21,916,000.

    13F-HR 0001453415-17-000002 filed by CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-12-31
    13F 556,350 shares
    Change vs previous 13F +201,797 shares

    0.15% of the 13F portfolio, value $19,588,000.

    13F-HR 0001453415-17-000001 filed by CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-09-30
    13F 354,553 shares
    Change vs previous 13F +157,214 shares

    0.08% of the 13F portfolio, value $10,603,000.

    13F-HR 0001453415-16-000017 filed by CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-06-30
    13F 197,339 shares
    Change vs previous 13F +193,839 shares

    0.04% of the 13F portfolio, value $4,446,000.

    13F-HR 0001453415-16-000016 filed by CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-03-31
    13F 3,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $87,000.

    13F-HR 0001453415-16-000014 filed by CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
    Filed (acceptance time not in the bulk data set), ingested

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