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EVERPAR ADVISORS LLC: LPLA position timeline

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

EVERPAR ADVISORS LLC held 921 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 921 shares
    Change vs previous 13F -85 shares

    0.07% of the 13F portfolio, value $259,427.

    13F-HR 0001951757-26-000936 filed by EVERPAR ADVISORS 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 1,006 shares
    Change vs previous 13F -381 shares

    0.1% of the 13F portfolio, value $302,635.

    13F-HR 0001951757-26-000658 filed by EVERPAR ADVISORS 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 1,387 shares
    Change vs previous 13F -659 shares

    0.18% of the 13F portfolio, value $495,395.

    13F-HR 0001951757-26-000020 filed by EVERPAR ADVISORS 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 2,046 shares
    Change vs previous 13F -155 shares

    0.27% of the 13F portfolio, value $680,684.

    13F-HR 0001951757-25-001165 filed by EVERPAR ADVISORS 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 2,201 shares
    Change vs previous 13F -11 shares

    0.38% of the 13F portfolio, value $825,309.

    13F-HR 0001951757-25-000581 filed by EVERPAR ADVISORS 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 2,212 shares
    Change vs previous 13F -220 shares

    0.38% of the 13F portfolio, value $723,634.

    13F-HR 0001951757-25-000377 filed by EVERPAR ADVISORS 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 2,432 shares
    Change vs previous 13F +3 shares

    0.4% of the 13F portfolio, value $794,072.

    13F-HR 0001951757-25-000033 filed by EVERPAR ADVISORS 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 2,429 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $565,058.

    13F-HR 0001951757-24-000980 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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