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Private Advisor Group, LLC: LPLA position timeline

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

Private Advisor Group, LLC held 28,000 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,000 shares
    Change vs previous 13F -192 shares

    0.04% of the 13F portfolio, value $7,886,999.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
    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 28,192 shares
    Change vs previous 13F -905 shares

    0.04% of the 13F portfolio, value $8,481,020.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 29,097 shares
    Change vs previous 13F -1,034 shares

    0.05% of the 13F portfolio, value $10,392,697.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
    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 30,131 shares
    Change vs previous 13F +1,050 shares

    0.05% of the 13F portfolio, value $10,024,420.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
    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 29,081 shares
    Change vs previous 13F +2,375 shares

    0.06% of the 13F portfolio, value $10,904,515.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
    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 26,706 shares
    Change vs previous 13F +341 shares

    0.05% of the 13F portfolio, value $8,736,560.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
    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 26,365 shares
    Change vs previous 13F -733 shares

    0.05% of the 13F portfolio, value $8,608,324.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    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 27,098 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,303,806.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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