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Disclosery

Holocene Advisors, LP: LPLA position timeline

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

Holocene Advisors, LP held 462,479 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,479 shares
    Change vs previous 13F +44,832 shares

    0.3% of the 13F portfolio, value $130,271,085.

    13F-HR 0001172661-26-003735 filed by Holocene Advisors, LP
    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 417,647 shares
    Change vs previous 13F +55,283 shares

    0.3% of the 13F portfolio, value $125,640,747.

    13F-HR 0001172661-26-002328 filed by Holocene Advisors, LP
    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 362,364 shares
    Change vs previous 13F +63,491 shares

    0.27% of the 13F portfolio, value $129,425,550.

    13F-HR 0001172661-26-001069 filed by Holocene Advisors, LP
    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 298,873 shares
    Change vs previous 13F +30,425 shares

    0.23% of the 13F portfolio, value $99,432,058.

    13F-HR 0001172661-25-005031 filed by Holocene Advisors, LP
    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 268,448 shares
    Change vs previous 13F -66,523 shares

    0.25% of the 13F portfolio, value $100,659,947.

    13F-HR 0001172661-25-003485 filed by Holocene Advisors, LP
    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 334,971 shares
    Change vs previous 13F +101,806 shares

    0.32% of the 13F portfolio, value $109,582,413.

    13F-HR 0001172661-25-002386 filed by Holocene Advisors, LP
    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 233,165 shares
    Change vs previous 13F -45,618 shares

    0.25% of the 13F portfolio, value $76,130,704.

    13F-HR 0001172661-25-001140 filed by Holocene Advisors, LP
    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 278,783 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $64,853,289.

    13F-HR 0001172661-24-005174 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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