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Disclosery

NorthCoast Asset Management LLC: LPLA position timeline

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

NorthCoast Asset Management LLC held 0 LPLA shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -62,138 shares

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset Management LLC
    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.

  2. period ended2025-03-31
    13F/A 62,138 shares
    Change vs previous 13F +56,510 shares

    0.1% of the 13F portfolio, value $20,327,792.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 5,628 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $1,841,563.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 5,649 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,296,719.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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