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Disclosery

Northwest & Ethical Investments L.P.: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on LPLA, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 0 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 0 shares
    Change vs previous 13F -2,595 shares

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 ended2026-03-31
    13F 2,595 shares
    Change vs previous 13F +1,045 shares

    0.02% of the 13F portfolio, value $764,124.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 1,550 shares
    Change vs previous 13F +1,550 shares

    0.01% of the 13F portfolio, value $557,628.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 0 shares
    Change vs previous 13F -5,460 shares

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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.

  5. period ended2025-06-30
    13F 5,460 shares
    Change vs previous 13F +900 shares

    0.05% of the 13F portfolio, value $1,992,682.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 4,560 shares
    Change vs previous 13F +3,260 shares

    0.04% of the 13F portfolio, value $1,489,451.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 1,300 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,932.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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