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Riverpoint Wealth Management Holdings, LLC: LPLA position timeline

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

Riverpoint Wealth Management Holdings, LLC held 1,275 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 1,275 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $359,041.

    13F-HR 0001682733-26-000004 filed by Riverpoint Wealth Management Holdings, 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 1,273 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $383,043.

    13F-HR 0001682733-26-000002 filed by Riverpoint Wealth Management Holdings, 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 1,272 shares
    Change vs previous 13F -273 shares

    0.1% of the 13F portfolio, value $454,326.

    13F-HR 0001682733-26-000001 filed by Riverpoint Wealth Management Holdings, 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 1,545 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $513,907.

    13F-HR 0001682733-25-000003 filed by Riverpoint Wealth Management Holdings, 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 1,543 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $578,742.

    13F-HR 0001085146-25-004176 filed by Riverpoint Wealth Management Holdings, 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 1,542 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $504,515.

    13F-HR 0001085146-25-002621 filed by Riverpoint Wealth Management Holdings, 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 1,541 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $503,104.

    13F-HR 0001085146-25-000790 filed by Riverpoint Wealth Management Holdings, 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 1,539 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $358,120.

    13F-HR 0001085146-24-005354 filed by Riverpoint Wealth Management Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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