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Disclosery

DE BURLO GROUP INC: LPLA position timeline

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

DE BURLO GROUP INC held 900 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 900 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $253,512.

    13F-HR 0001062993-26-004257 filed by DE BURLO GROUP INC
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $300,830.

    13F-HR 0001062993-26-002621 filed by DE BURLO GROUP INC
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $357,170.

    13F-HR 0001062993-26-000906 filed by DE BURLO GROUP INC
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $332,690.

    13F-HR 0001062993-25-016715 filed by DE BURLO GROUP INC
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $374,970.

    13F-HR 0001062993-25-014244 filed by DE BURLO GROUP INC
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $327,140.

    13F-HR 0001062993-25-008714 filed by DE BURLO GROUP INC
    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 1,000 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $326,510.

    13F-HR 0001062993-25-002499 filed by DE BURLO GROUP INC
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001062993-24-018812 filed by DE BURLO GROUP INC
    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.