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SCHRODER INVESTMENT MANAGEMENT GROUP: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHRODER INVESTMENT MANAGEMENT GROUP on LPLA, newest first. How the timeline and the estimate are built.

SCHRODER INVESTMENT MANAGEMENT GROUP held 47,094 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 47,094 shares
    Change vs previous 13F +44,279 shares

    0.01% of the 13F portfolio, value $13,265,437.

    13F-HR 0001140361-26-032721 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 2,815 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $846,836.

    13F-HR 0001140361-26-021232 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 2,815 shares
    Change vs previous 13F -599 shares

    <0.01% of the 13F portfolio, value $1,005,434.

    13F-HR 0001140361-26-005339 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 3,414 shares
    Change vs previous 13F +508 shares

    <0.01% of the 13F portfolio, value $1,135,804.

    13F-HR 0001140361-25-041747 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 2,906 shares
    Change vs previous 13F -619 shares

    <0.01% of the 13F portfolio, value $1,089,663.

    13F-HR 0001140361-25-030720 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 3,525 shares
    Change vs previous 13F +288 shares

    <0.01% of the 13F portfolio, value $1,153,169.

    13F-HR 0001140361-25-018560 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 3,237 shares
    Change vs previous 13F -843 shares

    <0.01% of the 13F portfolio, value $1,056,913.

    13F-HR 0001140361-25-003984 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 4,080 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $949,130.

    13F-HR 0001140361-24-046327 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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