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OSTRUM ASSET MANAGEMENT: LPLA position timeline

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

OSTRUM ASSET MANAGEMENT held 8,173 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 8,173 shares
    Change vs previous 13F +2,507 shares

    0.11% of the 13F portfolio, value $2,302,171.

    13F-HR 0001104659-26-095882 filed by OSTRUM ASSET 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 5,666 shares
    Change vs previous 13F +2,691 shares

    0.1% of the 13F portfolio, value $1,704,503.

    13F-HR 0001104659-26-061164 filed by OSTRUM ASSET 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 2,975 shares
    Change vs previous 13F -989 shares

    0.05% of the 13F portfolio, value $1,062,581.

    13F-HR 0001104659-26-015183 filed by OSTRUM ASSET 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 3,964 shares
    Change vs previous 13F +1,352 shares

    0.06% of the 13F portfolio, value $1,318,783.

    13F-HR 0001104659-25-111991 filed by OSTRUM ASSET 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 2,612 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $979,422.

    13F-HR 0001104659-25-077550 filed by OSTRUM ASSET 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 2,688 shares
    Change vs previous 13F -1,500 shares

    0.05% of the 13F portfolio, value $879,352.

    13F-HR 0001104659-25-048517 filed by OSTRUM ASSET 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 4,188 shares
    Change vs previous 13F -3,419 shares

    0.12% of the 13F portfolio, value $1,367,424.

    13F-HR 0001104659-25-012937 filed by OSTRUM ASSET 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 7,607 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,769,616.

    13F-HR 0001104659-24-117692 filed by OSTRUM ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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