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Disclosery

Poplar Forest Capital LLC: LPLA position timeline

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

Poplar Forest Capital LLC held 18,019 LPLA shares at 2025-03-31 per its 13F-HR filed 2025-05-06.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 18,019 shares
    Change vs previous 13F -7,992 shares

    1.05% of the 13F portfolio, value $5,894,736.

    13F-HR 0001085146-25-002630 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 26,011 shares
    Change vs previous 13F -7,300 shares

    1.56% of the 13F portfolio, value $8,492,852.

    13F-HR 0001085146-25-000818 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 33,311 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $7,749,138.

    13F-HR 0001085146-24-005278 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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