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THORNBURG INVESTMENT MANAGEMENT INC: LPLA position timeline

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

THORNBURG INVESTMENT MANAGEMENT INC held 54,967 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 54,967 shares
    Change vs previous 13F +17,957 shares

    0.15% of the 13F portfolio, value $15,483,105.

    13F-HR 0001140361-26-032780 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 37,010 shares
    Change vs previous 13F +7,540 shares

    0.12% of the 13F portfolio, value $11,133,718.

    13F-HR 0001140361-26-020785 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 29,470 shares
    Change vs previous 13F -259 shares

    0.13% of the 13F portfolio, value $10,525,800.

    13F-HR 0001140361-26-005232 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 29,729 shares
    Change vs previous 13F -12,277 shares

    0.13% of the 13F portfolio, value $9,890,541.

    13F-HR 0001140361-25-041494 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 42,006 shares
    Change vs previous 13F -3,962 shares

    0.2% of the 13F portfolio, value $15,750,990.

    13F-HR 0001140361-25-030647 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 45,968 shares
    Change vs previous 13F -4,681 shares

    0.21% of the 13F portfolio, value $150,379,715.

    13F-HR 0001140361-25-017766 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 50,649 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $16,537,405.

    13F-HR 0001140361-25-004382 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 50,646 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,781,779.

    13F-HR 0001140361-24-045910 filed by THORNBURG INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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