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Diamond Hill Capital Management, LLC (Investment Advisor): LPLA position timeline

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

Diamond Hill Capital Management, LLC (Investment Advisor) held 129,413 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,413 shares
    Change vs previous 13F -7,135 shares

    0.29% of the 13F portfolio, value $36,453,054.

    13F-HR 0001217541-26-000008 filed by Diamond Hill Capital Management, LLC (Investment Advisor)
    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 136,548 shares
    Change vs previous 13F +102,244 shares

    0.26% of the 13F portfolio, value $41,077,735.

    13F-HR 0001217541-26-000005 filed by Diamond Hill Capital Management, LLC (Investment Advisor)
    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 34,304 shares
    Change vs previous 13F -883 shares

    0.06% of the 13F portfolio, value $12,252,360.

    13F-HR 0001217541-26-000002 filed by Diamond Hill Capital Management, LLC (Investment Advisor)
    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 35,187 shares
    Change vs previous 13F -350 shares

    0.06% of the 13F portfolio, value $11,706,363.

    13F-HR 0001217541-25-000016 filed by Diamond Hill Capital Management, LLC (Investment Advisor)
    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 35,537 shares
    Change vs previous 13F +1,020 shares

    0.06% of the 13F portfolio, value $13,325,309.

    13F-HR 0001217541-25-000014 filed by Diamond Hill Capital Management, LLC (Investment Advisor)
    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 34,517 shares
    Change vs previous 13F +7,109 shares

    0.05% of the 13F portfolio, value $11,291,891.

    13F-HR 0001217541-25-000009 filed by Diamond Hill Capital Management, LLC (Investment Advisor)
    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 27,408 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,948,986.

    13F-HR 0001217541-25-000006 filed by Diamond Hill Capital Management, LLC (Investment Advisor)
    Filed (acceptance time not in the bulk data set), ingested

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