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Disclosery

Otter Creek Advisors, LLC: LPLA position timeline

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

Otter Creek Advisors, LLC held 12,365 LPLA shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,365 shares
    Change vs previous 13F -328 shares

    4.08% of the 13F portfolio, value $4,113,000.

    13F-HR 0001640361-25-000003 filed by Otter Creek Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,693 shares
    Change vs previous 13F +1,848 shares

    3.57% of the 13F portfolio, value $4,759,494.

    13F-HR 0001172661-25-002761 filed by Otter Creek Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 10,845 shares
    Change vs previous 13F +10,845 shares

    2.47% of the 13F portfolio, value $3,547,836.

    13F-HR 0001172661-25-001750 filed by Otter Creek Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -8,741 shares

    13F-HR 0001172661-24-003101 filed by Otter Creek Advisors, 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.

  5. period ended2024-03-31
    13F 8,741 shares
    Change vs previous 13F +5,026 shares

    1.62% of the 13F portfolio, value $2,309,543.

    13F-HR 0001172661-24-002122 filed by Otter Creek Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 3,715 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $844,000.

    13F-HR 0001172661-24-000693 filed by Otter Creek Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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