Parcion Private Wealth LLC: LPLA position timeline

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

Parcion Private Wealth LLC held 786 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

period ended2026-06-30
13F 786 shares
Change vs previous 13F -15 shares
0.01% of the 13F portfolio, value $221,400.
13F-HR 0001801263-26-000004 filed by Parcion Private Wealth LLC
Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 801 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $240,965.
13F-HR 0001801263-26-000003 filed by Parcion Private Wealth LLC
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).