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FAMILY WEALTH PARTNERS, LLC: LPLA position timeline

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

FAMILY WEALTH PARTNERS, LLC held 69,073 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,073 shares
    Change vs previous 13F -2,458 shares

    5.97% of the 13F portfolio, value $19,456,466.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, 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 71,531 shares
    Change vs previous 13F -30,474 shares

    7.35% of the 13F portfolio, value $21,518,653.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, 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 102,005 shares
    Change vs previous 13F -3,639 shares

    13.13% of the 13F portfolio, value $36,433,104.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, 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 105,644 shares
    Change vs previous 13F -6,258 shares

    13.17% of the 13F portfolio, value $35,146,682.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, 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 111,902 shares
    Change vs previous 13F -43 shares

    16.79% of the 13F portfolio, value $41,959,870.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH PARTNERS, 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 111,945 shares
    Change vs previous 13F +4,084 shares

    16.72% of the 13F portfolio, value $36,621,668.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH PARTNERS, 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 107,861 shares
    Change vs previous 13F -40,035 shares

    16.74% of the 13F portfolio, value $35,217,676.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH PARTNERS, 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 147,896 shares
    Change vs previous 13F not available

    17.6% of the 13F portfolio, value $34,405,033.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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