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Disclosery

&PARTNERS: LPLA position timeline

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

&PARTNERS held 12,702 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,702 shares
    Change vs previous 13F -392 shares

    0.01% of the 13F portfolio, value $3,579,363.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 13,094 shares
    Change vs previous 13F -667 shares

    0.02% of the 13F portfolio, value $3,949,111.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 13,761 shares
    Change vs previous 13F -1,027 shares

    0.03% of the 13F portfolio, value $4,891,014.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 14,788 shares
    Change vs previous 13F +1,273 shares

    0.03% of the 13F portfolio, value $4,907,105.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 13,515 shares
    Change vs previous 13F +3,358 shares

    0.04% of the 13F portfolio, value $5,059,453.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 10,157 shares
    Change vs previous 13F +1,910 shares

    0.04% of the 13F portfolio, value $3,422,695.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 8,247 shares
    Change vs previous 13F +2,136 shares

    0.03% of the 13F portfolio, value $2,747,579.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 6,111 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,421,702.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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