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Disclosery

GREENLEAF TRUST: LPLA position timeline

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

GREENLEAF TRUST held 8,942 LPLA 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 8,942 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $2,518,782.

    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 9,088 shares
    Change vs previous 13F -176 shares

    0.03% of the 13F portfolio, value $2,733,943.

    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).

  3. period ended2025-12-31
    13F 9,264 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $3,308,823.

    13F-HR 0001162170-26-000002 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).

  4. period ended2025-09-30
    13F 9,262 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $3,081,374.

    13F-HR 0001162170-25-000007 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).

  5. period ended2025-06-30
    13F 9,287 shares
    Change vs previous 13F -108 shares

    0.03% of the 13F portfolio, value $3,482,346.

    13F-HR 0001162170-25-000006 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).

  6. period ended2025-03-31
    13F 9,395 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $3,073,480.

    13F-HR 0001162170-25-000005 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).

  7. period ended2024-12-31
    13F 9,345 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $3,051,236.

    13F-HR 0001162170-25-000001 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).

  8. period ended2024-09-30
    13F 9,323 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,168,809.

    13F-HR 0001162170-24-000006 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).