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Sovereign's Capital Management, LLC: LPLA position timeline

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

Sovereign's Capital Management, LLC held 5,278 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,278 shares
    Change vs previous 13F -70 shares

    0.99% of the 13F portfolio, value $1,487,950.

    13F-HR 0001172661-26-003636 filed by Sovereign's Capital Management, 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 5,348 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,608,815.

    13F-HR 0001172661-26-002209 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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