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Disclosery

Gilbert & Cook, Inc.: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gilbert & Cook, Inc. on LPLA, newest first. How the timeline and the estimate are built.

Gilbert & Cook, Inc. held 2,250 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,250 shares
    Change vs previous 13F +248 shares

    0.07% of the 13F portfolio, value $633,780.

    13F-HR 0001675762-26-000004 filed by Gilbert & Cook, Inc.
    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 2,002 shares
    Change vs previous 13F +572 shares

    0.08% of the 13F portfolio, value $602,262.

    13F-HR 0001675762-26-000003 filed by Gilbert & Cook, Inc.
    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 1,430 shares
    Change vs previous 13F +74 shares

    0.06% of the 13F portfolio, value $510,753.

    13F-HR 0001675762-26-000001 filed by Gilbert & Cook, Inc.
    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 1,356 shares
    Change vs previous 13F +262 shares

    0.06% of the 13F portfolio, value $451,128.

    13F-HR 0001675762-25-000002 filed by Gilbert & Cook, Inc.
    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 1,094 shares
    Change vs previous 13F +303 shares

    0.06% of the 13F portfolio, value $410,217.

    13F-HR 0001765380-25-000281 filed by Gilbert & Cook, Inc.
    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 791 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $258,768.

    13F-HR 0001765380-25-000172 filed by Gilbert & Cook, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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