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Disclosery

F/m Investments LLC: LPLA position timeline

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

F/m Investments LLC held 0 LPLA shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,466 shares

    13F-HR 0001834499-26-000004 filed by F/m Investments LLC
    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.

  2. period ended2025-12-31
    13F 8,466 shares
    Change vs previous 13F -301 shares

    0.11% of the 13F portfolio, value $3,023,801.

    13F-HR 0001834499-26-000001 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,767 shares
    Change vs previous 13F -279 shares

    0.11% of the 13F portfolio, value $2,916,693.

    13F-HR 0001834499-25-000017 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,046 shares
    Change vs previous 13F +468 shares

    0.12% of the 13F portfolio, value $3,391,979.

    13F-HR 0001834499-25-000010 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,578 shares
    Change vs previous 13F +310 shares

    0.11% of the 13F portfolio, value $2,806,207.

    13F-HR 0001834499-25-000007 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,268 shares
    Change vs previous 13F -670 shares

    0.1% of the 13F portfolio, value $2,699,585.

    13F-HR 0001834499-25-000002 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,938 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,063,426.

    13F-HR 0001834499-24-000009 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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