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Disclosery

GREENLEAF TRUST: LPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREENLEAF TRUST on LPL, newest first. How the timeline and the estimate are built.

GREENLEAF TRUST held 89,635 LPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,635 shares
    Change vs previous 13F +66,781 shares

    <0.01% of the 13F portfolio, value $348,680.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 22,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $88,674.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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