D L CARLSON INVESTMENT GROUP INC: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on LPLA, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 5,351 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 5,351 shares
Change vs previous 13F +787 shares
0.24% of the 13F portfolio, value $1,507,270.
13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP INC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,564 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $1,372,988.
13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).