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GW&K Investment Management, LLC: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW&K Investment Management, LLC on LPLA, newest first. How the timeline and the estimate are built.

GW&K Investment Management, LLC held 26,319 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,319 shares
    Change vs previous 13F -745 shares

    0.06% of the 13F portfolio, value $7,414,000.

    13F-HR 0001082917-26-000003 filed by GW&K Investment Management, LLC
    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 27,064 shares
    Change vs previous 13F -24,409 shares

    0.07% of the 13F portfolio, value $8,142,000.

    13F-HR 0001082917-26-000002 filed by GW&K Investment Management, LLC
    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 51,473 shares
    Change vs previous 13F +110 shares

    0.16% of the 13F portfolio, value $18,385,000.

    13F-HR 0001082917-26-000001 filed by GW&K Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 51,363 shares
    Change vs previous 13F -2,068 shares

    0.15% of the 13F portfolio, value $17,088,000.

    13F-HR 0001082917-25-000007 filed by GW&K Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 53,431 shares
    Change vs previous 13F -345 shares

    0.18% of the 13F portfolio, value $20,035,000.

    13F-HR 0001082917-25-000004 filed by GW&K Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 53,776 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $17,592,000.

    13F-HR 0001082917-25-000003 filed by GW&K Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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