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Resonant Capital Advisors, LLC: LPL position timeline

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

Resonant Capital Advisors, LLC held 16,261 LPL 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 16,261 shares
    Change vs previous 13F +2,059 shares

    <0.01% of the 13F portfolio, value $63,255.

    13F-HR 0002085853-26-000857 filed by Resonant Capital Advisors, 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 14,202 shares
    Change vs previous 13F -1,180 shares

    <0.01% of the 13F portfolio, value $55,104.

    13F-HR 0002085853-26-000527 filed by Resonant Capital 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 15,382 shares
    Change vs previous 13F +1,180 shares

    <0.01% of the 13F portfolio, value $64,758.

    13F-HR 0002085853-26-000137 filed by Resonant Capital 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 ended2025-09-30
    13F 14,202 shares
    Change vs previous 13F +331 shares

    <0.01% of the 13F portfolio, value $74,134.

    13F-HR 0002085853-25-000183 filed by Resonant Capital Advisors, 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 13,871 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,439.

    13F-HR 0001667731-25-001034 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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