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Disclosery

LPL Financial LLC: APAM position timeline

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

LPL Financial LLC held 43,837 APAM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,837 shares
    Change vs previous 13F -5,091 shares

    <0.01% of the 13F portfolio, value $1,513,698.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 48,928 shares
    Change vs previous 13F -2,799 shares

    <0.01% of the 13F portfolio, value $1,780,483.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 51,727 shares
    Change vs previous 13F -1,136 shares

    <0.01% of the 13F portfolio, value $2,107,360.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 52,863 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $2,294,250.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 53,007 shares
    Change vs previous 13F +11,666 shares

    <0.01% of the 13F portfolio, value $2,349,783.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 41,341 shares
    Change vs previous 13F -2,118 shares

    <0.01% of the 13F portfolio, value $1,616,448.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 43,459 shares
    Change vs previous 13F -4,912 shares

    <0.01% of the 13F portfolio, value $1,870,920.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 48,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,095,449.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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