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Disclosery

MAI Capital Management: LPLA position timeline

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

MAI Capital Management held 3,552 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 3,552 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $1,000,444.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 3,585 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $1,078,404.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 3,620 shares
    Change vs previous 13F +369 shares

    0.01% of the 13F portfolio, value $1,293,004.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 3,251 shares
    Change vs previous 13F +298 shares

    0.01% of the 13F portfolio, value $1,081,494.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 2,953 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $1,107,195.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 2,871 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $939,123.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 2,827 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $922,948.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 2,676 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $622,449.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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