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Disclosery

Stux Capital Management, LLC: LPLA position timeline

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

Stux Capital Management, LLC held 40,200 LPLA shares at 2014-06-30 per its 13F-HR filed 2014-07-14.

the latest 13F is the newest step

  1. period ended2014-06-30
    13F 40,200 shares
    Change vs previous 13F -52,800 shares

    0.26% of the 13F portfolio, value $2,000,000.

    13F-HR 0001328533-14-000007 filed by Stux 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 ended2014-03-31
    13F 93,000 shares
    Change vs previous 13F +10,300 shares

    0.6% of the 13F portfolio, value $4,886,000.

    13F-HR 0001328533-14-000005 filed by Stux Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2013-12-31
    13F 82,700 shares
    Change vs previous 13F +15,200 shares

    0.46% of the 13F portfolio, value $3,891,000.

    13F-HR 0001328533-14-000002 filed by Stux Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2013-09-30
    13F 67,500 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,586,000.

    13F-HR 0001328533-13-000009 filed by Stux Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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