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Disclosery

Sanctuary Advisors, LLC: LPLA position timeline

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

Sanctuary Advisors, LLC held 9,902 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,902 shares
    Change vs previous 13F -1,584 shares

    0.01% of the 13F portfolio, value $2,789,313.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 11,486 shares
    Change vs previous 13F -3,768 shares

    0.02% of the 13F portfolio, value $3,455,439.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 15,254 shares
    Change vs previous 13F -3,661 shares

    0.03% of the 13F portfolio, value $5,448,371.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 18,915 shares
    Change vs previous 13F -667 shares

    0.04% of the 13F portfolio, value $6,292,905.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 19,582 shares
    Change vs previous 13F +1,898 shares

    0.05% of the 13F portfolio, value $7,342,738.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 ended2025-03-31
    13F 17,684 shares
    Change vs previous 13F +1,052 shares

    0.04% of the 13F portfolio, value $5,785,219.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 ended2024-12-31
    13F 16,632 shares
    Change vs previous 13F +233 shares

    0.04% of the 13F portfolio, value $6,017,539.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, 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 16,399 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,360,068.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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