Skip to content
Disclosery

First Pacific Advisors, LP: LPLA position timeline

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

First Pacific Advisors, LP held 321,244 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 321,244 shares
    Change vs previous 13F +620 shares

    1.12% of the 13F portfolio, value $90,488,010.

    13F-HR 0001377581-26-000007 filed by First Pacific Advisors, LP
    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 320,624 shares
    Change vs previous 13F -66,788 shares

    1.35% of the 13F portfolio, value $96,453,318.

    13F-HR 0001377581-26-000005 filed by First Pacific Advisors, LP
    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 387,412 shares
    Change vs previous 13F -56,091 shares

    1.82% of the 13F portfolio, value $138,371,944.

    13F-HR 0001377581-26-000002 filed by First Pacific Advisors, LP
    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 443,503 shares
    Change vs previous 13F 0 shares

    2.04% of the 13F portfolio, value $147,549,013.

    13F-HR 0001377581-25-000013 filed by First Pacific Advisors, LP
    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 443,503 shares
    Change vs previous 13F -14,438 shares

    2.38% of the 13F portfolio, value $166,300,320.

    13F-HR 0001377581-25-000006 filed by First Pacific Advisors, LP
    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 457,941 shares
    Change vs previous 13F -348 shares

    2.4% of the 13F portfolio, value $149,810,819.

    13F-HR 0001377581-25-000004 filed by First Pacific Advisors, LP
    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 458,289 shares
    Change vs previous 13F -73 shares

    2.14% of the 13F portfolio, value $149,635,941.

    13F-HR 0001377581-25-000003 filed by First Pacific Advisors, LP
    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 458,362 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $106,628,752.

    13F-HR 0001377581-24-000011 filed by First Pacific Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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