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Disclosery

Heron Bay Capital Management: LPLA position timeline

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

Heron Bay Capital Management held 235,259 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,259 shares
    Change vs previous 13F -13,953 shares

    6% of the 13F portfolio, value $66,267,683.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 249,212 shares
    Change vs previous 13F +165,385 shares

    6.91% of the 13F portfolio, value $74,970,355.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 83,827 shares
    Change vs previous 13F +4,050 shares

    5.71% of the 13F portfolio, value $29,940,340.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 79,777 shares
    Change vs previous 13F -2,738 shares

    4.95% of the 13F portfolio, value $26,541,173.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    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 82,515 shares
    Change vs previous 13F -1,724 shares

    6.09% of the 13F portfolio, value $30,940,807.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    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 84,239 shares
    Change vs previous 13F -1,355 shares

    5.79% of the 13F portfolio, value $27,558,044.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    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 85,594 shares
    Change vs previous 13F -10,537 shares

    5.84% of the 13F portfolio, value $27,947,350.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    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 96,131 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $22,362,956.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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