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Integrated Investment Consultants, LLC: LPLA position timeline

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

Integrated Investment Consultants, LLC held 1,265 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,265 shares
    Change vs previous 13F -619 shares

    0.07% of the 13F portfolio, value $356,325.

    13F-HR 0001665337-26-000005 filed by Integrated Investment Consultants, 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 1,884 shares
    Change vs previous 13F -2,724 shares

    0.12% of the 13F portfolio, value $566,764.

    13F-HR 0001665337-26-000004 filed by Integrated Investment Consultants, 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/A 4,608 shares
    Change vs previous 13F -50 shares

    0.32% of the 13F portfolio, value $1,645,839.

    13F-HR/A 0001665337-26-000002 filed by Integrated Investment Consultants, 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 4,658 shares
    Change vs previous 13F -1,985 shares

    0.26% of the 13F portfolio, value $1,549,670.

    13F-HR 0001665337-25-000008 filed by Integrated Investment Consultants, 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 6,643 shares
    Change vs previous 13F -533 shares

    0.49% of the 13F portfolio, value $2,490,926.

    13F-HR 0001665337-25-000006 filed by Integrated Investment Consultants, 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/A 7,176 shares
    Change vs previous 13F -289 shares

    0.47% of the 13F portfolio, value $2,347,557.

    13F-HR/A 0001665337-25-000004 filed by Integrated Investment Consultants, LLC
    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/A 7,465 shares
    Change vs previous 13F +262 shares

    0.5% of the 13F portfolio, value $2,437,397.

    13F-HR/A 0001665337-25-000002 filed by Integrated Investment Consultants, LLC
    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 7,203 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,675,634.

    13F-HR 0001665337-24-000007 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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