Skip to content
Disclosery

IRIDIAN ASSET MANAGEMENT LLC/CT: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IRIDIAN ASSET MANAGEMENT LLC/CT on LPLA, newest first. How the timeline and the estimate are built.

IRIDIAN ASSET MANAGEMENT LLC/CT held 27,247 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,247 shares
    Change vs previous 13F +7,729 shares

    2.64% of the 13F portfolio, value $7,674,935.

    13F-HR 0001033427-26-000010 filed by IRIDIAN ASSET MANAGEMENT LLC/CT
    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 19,518 shares
    Change vs previous 13F +5,133 shares

    2.38% of the 13F portfolio, value $5,871,600.

    13F-HR 0001033427-26-000004 filed by IRIDIAN ASSET MANAGEMENT LLC/CT
    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 14,385 shares
    Change vs previous 13F +538 shares

    1.89% of the 13F portfolio, value $5,137,890.

    13F-HR 0001033427-26-000003 filed by IRIDIAN ASSET MANAGEMENT LLC/CT
    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 13,847 shares
    Change vs previous 13F -90 shares

    1.81% of the 13F portfolio, value $4,606,758.

    13F-HR 0001033427-25-000014 filed by IRIDIAN ASSET MANAGEMENT LLC/CT
    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 13,937 shares
    Change vs previous 13F -6,964 shares

    1.81% of the 13F portfolio, value $5,225,957.

    13F-HR 0001033427-25-000012 filed by IRIDIAN ASSET MANAGEMENT LLC/CT
    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 20,901 shares
    Change vs previous 13F -8,001 shares

    2.14% of the 13F portfolio, value $6,837,553.

    13F-HR 0001033427-25-000003 filed by IRIDIAN ASSET MANAGEMENT LLC/CT
    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 28,902 shares
    Change vs previous 13F -53,932 shares

    2.51% of the 13F portfolio, value $9,436,792.

    13F-HR 0001033427-25-000002 filed by IRIDIAN ASSET MANAGEMENT LLC/CT
    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 82,834 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $19,269,673.

    13F-HR 0001033427-24-000009 filed by IRIDIAN ASSET MANAGEMENT LLC/CT
    Filed (acceptance time not in the bulk data set), ingested

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