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Disclosery

TOBAM: LPLA position timeline

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

TOBAM held 5,013 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,013 shares
    Change vs previous 13F -1,030 shares

    0.34% of the 13F portfolio, value $1,412,000.

    13F-HR 0001527488-26-000009 filed by TOBAM
    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 6,043 shares
    Change vs previous 13F -9,462 shares

    0.47% of the 13F portfolio, value $1,818,000.

    13F-HR 0001527488-26-000004 filed by TOBAM
    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 15,505 shares
    Change vs previous 13F +1,857 shares

    1.36% of the 13F portfolio, value $5,538,000.

    13F-HR 0001527488-26-000001 filed by TOBAM
    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 13,648 shares
    Change vs previous 13F +1,895 shares

    1.65% of the 13F portfolio, value $4,541,000.

    13F-HR 0001527488-25-000009 filed by TOBAM
    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 11,753 shares
    Change vs previous 13F -4,578 shares

    1.72% of the 13F portfolio, value $4,407,000.

    13F-HR 0001527488-25-000006 filed by TOBAM
    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 16,331 shares
    Change vs previous 13F -3,802 shares

    2.28% of the 13F portfolio, value $5,343,000.

    13F-HR 0001527488-25-000003 filed by TOBAM
    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 20,133 shares
    Change vs previous 13F -21,941 shares

    2.01% of the 13F portfolio, value $6,574,000.

    13F-HR 0001527488-25-000002 filed by TOBAM
    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 42,074 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $9,788,000.

    13F-HR 0001527488-24-000020 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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