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FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC: LPLA position timeline

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

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC held 382,961 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,961 shares
    Change vs previous 13F -8,725 shares

    5.69% of the 13F portfolio, value $107,872,615.

    13F-HR 0000935836-26-000407 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, 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 391,686 shares
    Change vs previous 13F -22,058 shares

    6.4% of the 13F portfolio, value $117,831,168.

    13F-HR 0000935836-26-000252 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, 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 413,744 shares
    Change vs previous 13F -24,161 shares

    7.59% of the 13F portfolio, value $147,777,264.

    13F-HR 0000935836-26-000097 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, 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 437,905 shares
    Change vs previous 13F -7,220 shares

    7.39% of the 13F portfolio, value $145,686,912.

    13F-HR 0000935836-25-000672 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, 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 445,125 shares
    Change vs previous 13F -24,833 shares

    8.64% of the 13F portfolio, value $166,908,856.

    13F-HR 0000935836-25-000509 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, 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 469,958 shares
    Change vs previous 13F -8,044 shares

    8.15% of the 13F portfolio, value $153,742,352.

    13F-HR 0000935836-25-000341 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, 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 478,002 shares
    Change vs previous 13F -7,944 shares

    8.09% of the 13F portfolio, value $156,072,699.

    13F-HR 0000935836-25-000153 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, 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 485,946 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $113,045,807.

    13F-HR 0000935836-24-000679 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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