HMI Capital Management, L.P.: LPLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMI Capital Management, L.P. on LPLA, newest first. How the timeline and the estimate are built.
HMI Capital Management, L.P. held 118,600 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 118,600 sharesChange vs previous 13F +118,600 shares
4.87% of the 13F portfolio, value $33,407,248.
13F-HR 0001469026-26-000005 filed by HMI Capital Management, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 0 sharesChange vs previous 13F -286,711 shares
13F-HR/A 0001085146-25-005720 filed by HMI Capital Management, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 286,711 sharesChange vs previous 13F -114,532 shares
5.11% of the 13F portfolio, value $93,794,637.
13F-HR 0001085146-25-003236 filed by HMI Capital Management, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 401,243 sharesChange vs previous 13F -291,300 shares
6.58% of the 13F portfolio, value $131,009,852.
13F-HR 0001469026-25-000002 filed by HMI Capital Management, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 692,543 sharesChange vs previous 13F not available
6.67% of the 13F portfolio, value $161,106,278.
13F-HR 0001469026-24-000010 filed by HMI Capital Management, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).