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Empowered Funds, LLC: LPLA position timeline

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

Empowered Funds, LLC held 19,405 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,405 shares
    Change vs previous 13F -4,934 shares

    0.03% of the 13F portfolio, value $5,466,001.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, LLC
    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/A 24,339 shares
    Change vs previous 13F +5,985 shares

    0.05% of the 13F portfolio, value $7,321,901.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, LLC
    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/A 18,354 shares
    Change vs previous 13F -20,099 shares

    0.11% of the 13F portfolio, value $6,555,498.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, LLC
    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 38,453 shares
    Change vs previous 13F +21,084 shares

    0.13% of the 13F portfolio, value $12,792,929.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, LLC
    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 17,369 shares
    Change vs previous 13F +5,876 shares

    0.07% of the 13F portfolio, value $6,512,854.

    13F-HR 0001592828-25-000009 filed by Empowered Funds, LLC
    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 11,493 shares
    Change vs previous 13F -622 shares

    0.05% of the 13F portfolio, value $3,759,821.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, LLC
    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 12,115 shares
    Change vs previous 13F -2,170 shares

    0.06% of the 13F portfolio, value $3,955,668.

    13F-HR 0001592828-25-000001 filed by Empowered Funds, LLC
    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 14,285 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,323,119.

    13F-HR 0001572838-24-000015 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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