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MACKENZIE FINANCIAL CORP: LPLA position timeline

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

MACKENZIE FINANCIAL CORP held 6,623 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,623 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $1,865,567.

    13F-HR 0001062993-26-004254 filed by MACKENZIE FINANCIAL CORP
    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 6,588 shares
    Change vs previous 13F +881 shares

    <0.01% of the 13F portfolio, value $1,981,868.

    13F-HR 0001062993-26-002560 filed by MACKENZIE FINANCIAL CORP
    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 5,707 shares
    Change vs previous 13F +442 shares

    <0.01% of the 13F portfolio, value $2,049,054.

    13F-HR 0001062993-26-001020 filed by MACKENZIE FINANCIAL CORP
    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 5,265 shares
    Change vs previous 13F +297 shares

    <0.01% of the 13F portfolio, value $1,751,613.

    13F-HR 0001062993-25-016707 filed by MACKENZIE FINANCIAL CORP
    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 4,968 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $1,862,851.

    13F-HR 0001062993-25-014242 filed by MACKENZIE FINANCIAL CORP
    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 4,433 shares
    Change vs previous 13F +794 shares

    <0.01% of the 13F portfolio, value $1,450,212.

    13F-HR 0001062993-25-008740 filed by MACKENZIE FINANCIAL CORP
    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/A 3,639 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $1,188,170.

    13F-HR/A 0001062993-25-008369 filed by MACKENZIE FINANCIAL CORP
    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 3,689 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $858,172.

    13F-HR 0001062993-24-018990 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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