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Kerusso Capital Management LLC: LPLA position timeline

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

Kerusso Capital Management LLC held 13,940 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,940 shares
    Change vs previous 13F +2,652 shares

    1.43% of the 13F portfolio, value $3,926,619.

    13F-HR 0001172661-26-002974 filed by Kerusso Capital Management 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 11,288 shares
    Change vs previous 13F -804 shares

    1.7% of the 13F portfolio, value $3,395,769.

    13F-HR 0001172661-26-001829 filed by Kerusso Capital Management 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 12,092 shares
    Change vs previous 13F +2,902 shares

    2% of the 13F portfolio, value $4,318,900.

    13F-HR 0001172661-26-000369 filed by Kerusso Capital Management 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 9,190 shares
    Change vs previous 13F -547 shares

    1.88% of the 13F portfolio, value $3,057,421.

    13F-HR 0001172661-25-004449 filed by Kerusso Capital Management 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 9,737 shares
    Change vs previous 13F +4,762 shares

    2.26% of the 13F portfolio, value $3,651,083.

    13F-HR 0001172661-25-002859 filed by Kerusso Capital Management 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 4,975 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,627,522.

    13F-HR 0001172661-25-001660 filed by Kerusso Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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