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Disclosery

Prossimo Advisors, LLC: LPLA position timeline

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

Prossimo Advisors, LLC held 0 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 0 shares
    Change vs previous 13F -1,300 shares

    13F-HR 0001965307-26-000003 filed by Prossimo 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.

  2. period ended2026-03-31
    13F 1,300 shares
    Change vs previous 13F 0 shares

    2.38% of the 13F portfolio, value $391,079.

    13F-HR 0001965307-26-000002 filed by Prossimo 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 ended2025-12-31
    13F 1,300 shares
    Change vs previous 13F +1,300 shares

    2.99% of the 13F portfolio, value $464,321.

    13F-HR 0001965307-26-000001 filed by Prossimo 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,785 shares

    13F-HR 0001965307-25-000004 filed by Prossimo 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 ended2025-03-31
    13F 3,785 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,238,000.

    13F-HR 0001965307-25-000003 filed by Prossimo 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 ended2024-12-31
    13F 3,785 shares
    Change vs previous 13F +1,550 shares

    0.89% of the 13F portfolio, value $1,236,000.

    13F-HR 0001965307-25-000001 filed by Prossimo Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,235 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $520,000.

    13F-HR 0001965307-24-000004 filed by Prossimo Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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