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Karl Kapital LLC: LPLA position timeline

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

Karl Kapital LLC held 22,675 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 22,675 shares
    Change vs previous 13F +4,681 shares

    3.8% of the 13F portfolio, value $6,387,094.

    13F-HR 0001214659-26-010371 filed by Karl Kapital 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 17,994 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $5,413,135.

    13F-HR 0001214659-26-006458 filed by Karl Kapital LLC
    Filed (acceptance time not in the bulk data set), ingested

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