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Disclosery

Dodge & Cox: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dodge & Cox on LPLA, newest first. How the timeline and the estimate are built.

Dodge & Cox held 4,578,679 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 4,578,679 shares
    Change vs previous 13F +432,132 shares

    0.68% of the 13F portfolio, value $1,289,722,301.

    13F-HR 0001193125-26-349535 filed by Dodge & Cox
    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 4,146,547 shares
    Change vs previous 13F +197,577 shares

    0.69% of the 13F portfolio, value $1,247,405,734.

    13F-HR 0001193125-26-223352 filed by Dodge & Cox
    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 3,948,970 shares
    Change vs previous 13F +619,715 shares

    0.76% of the 13F portfolio, value $1,410,453,615.

    13F-HR 0001193125-26-050636 filed by Dodge & Cox
    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 3,329,255 shares
    Change vs previous 13F +627,546 shares

    0.6% of the 13F portfolio, value $1,107,609,846.

    13F-HR 0001193125-25-280187 filed by Dodge & Cox
    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 2,701,709 shares
    Change vs previous 13F +1,178,249 shares

    0.57% of the 13F portfolio, value $1,013,059,824.

    13F-HR 0000950123-25-007843 filed by Dodge & Cox
    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 1,523,460 shares
    Change vs previous 13F +1,053,351 shares

    0.28% of the 13F portfolio, value $498,384,704.

    13F-HR 0000950123-25-005225 filed by Dodge & Cox
    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 470,109 shares
    Change vs previous 13F +454,553 shares

    0.09% of the 13F portfolio, value $153,495,290.

    13F-HR 0000950123-25-002054 filed by Dodge & Cox
    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 15,556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,618,792.

    13F-HR 0000950123-24-011156 filed by Dodge & Cox
    Filed (acceptance time not in the bulk data set), ingested

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