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LOGAN CAPITAL MANAGEMENT INC: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOGAN CAPITAL MANAGEMENT INC on LPLA, newest first. How the timeline and the estimate are built.

LOGAN CAPITAL MANAGEMENT INC held 35,802 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 35,802 shares
    Change vs previous 13F +35,802 shares

    0.38% of the 13F portfolio, value $10,084,576.

    13F-HR 0001121330-26-000003 filed by LOGAN CAPITAL MANAGEMENT INC
    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 0 shares
    Change vs previous 13F -35,656 shares

    13F-HR 0001121330-26-000002 filed by LOGAN CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 35,656 shares
    Change vs previous 13F +356 shares

    0.54% of the 13F portfolio, value $12,735,282.

    13F-HR 0001121330-26-000001 filed by LOGAN CAPITAL MANAGEMENT INC
    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 35,300 shares
    Change vs previous 13F +755 shares

    0.5% of the 13F portfolio, value $11,744,104.

    13F-HR 0001121330-25-000003 filed by LOGAN CAPITAL MANAGEMENT INC
    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 34,545 shares
    Change vs previous 13F -5,731 shares

    0.6% of the 13F portfolio, value $12,953,316.

    13F-HR 0001085146-25-004430 filed by LOGAN CAPITAL MANAGEMENT INC
    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 40,276 shares
    Change vs previous 13F -957 shares

    0.6% of the 13F portfolio, value $13,175,741.

    13F-HR 0001085146-25-003364 filed by LOGAN CAPITAL MANAGEMENT INC
    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 41,233 shares
    Change vs previous 13F -2,947 shares

    0.56% of the 13F portfolio, value $13,463,093.

    13F-HR 0001085146-25-001592 filed by LOGAN CAPITAL MANAGEMENT INC
    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 44,180 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $10,277,554.

    13F-HR 0001085146-24-006030 filed by LOGAN CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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