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Disclosery

SummitTX Capital, L.P.: LPLA position timeline

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

SummitTX Capital, L.P. held 89,812 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 89,812 shares
    Change vs previous 13F +71,346 shares

    0.67% of the 13F portfolio, value $25,298,244.

    13F-HR 0002052310-26-000002 filed by SummitTX Capital, L.P.
    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 18,466 shares
    Change vs previous 13F +18,466 shares

    0.18% of the 13F portfolio, value $5,555,127.

    13F-HR 0000905148-26-002402 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,606 shares

    13F-HR 0000905148-25-004050 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 1,606 shares
    Change vs previous 13F -5,008 shares

    0.03% of the 13F portfolio, value $602,202.

    13F-HR 0000905148-25-002950 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,614 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,163,704.

    13F-HR 0000905148-25-001746 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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