LRZ CAPITAL LLC: LPLA position timeline

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

LRZ CAPITAL LLC held 39,710 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 39,710 shares
Change vs previous 13F -5,240 shares
5.67% of the 13F portfolio, value $11,185,513.
13F-HR 0002111919-26-000004 filed by LRZ CAPITAL LLC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 44,950 shares
Change vs previous 13F +4,155 shares
6.77% of the 13F portfolio, value $13,522,309.
13F-HR 0002111919-26-000003 filed by LRZ CAPITAL LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 40,795 shares
Change vs previous 13F not available
6.58% of the 13F portfolio, value $14,570,750.
13F-HR 0002111919-26-000001 filed by LRZ CAPITAL LLC
Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).