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Farther Finance Advisors, LLC: LPLA position timeline

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

Farther Finance Advisors, LLC held 2,625 LPLA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,625 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $802,746.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,597 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $731,245.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 2,533 shares
    Change vs previous 13F +1,901 shares

    0.01% of the 13F portfolio, value $732,621.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 632 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $225,706.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 523 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $173,963.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 370 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $138,694.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 382 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $127,882.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 432 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $141,016.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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