Skip to content
Disclosery

TRILLIUM ASSET MANAGEMENT, LLC: LPLA position timeline

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

TRILLIUM ASSET MANAGEMENT, LLC held 71,767 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,767 shares
    Change vs previous 13F -828 shares

    0.62% of the 13F portfolio, value $20,215,719.

    13F-HR 0000884541-26-000004 filed by TRILLIUM ASSET 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 72,595 shares
    Change vs previous 13F -1,685 shares

    0.74% of the 13F portfolio, value $22,200,444.

    13F-HR 0000884541-26-000003 filed by TRILLIUM ASSET 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 ended2025-12-31
    13F 74,280 shares
    Change vs previous 13F +10,945 shares

    0.82% of the 13F portfolio, value $26,816,756.

    13F-HR 0000884541-26-000002 filed by TRILLIUM ASSET 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 ended2025-09-30
    13F 63,335 shares
    Change vs previous 13F -1,012 shares

    0.56% of the 13F portfolio, value $21,071,075.

    13F-HR 0000884541-25-000003 filed by TRILLIUM ASSET MANAGEMENT, LLC
    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 64,347 shares
    Change vs previous 13F -2,274 shares

    0.65% of the 13F portfolio, value $24,128,690.

    13F-HR 0001085146-25-004557 filed by TRILLIUM ASSET MANAGEMENT, LLC
    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 66,621 shares
    Change vs previous 13F -1,755 shares

    0.63% of the 13F portfolio, value $21,794,137.

    13F-HR 0001085146-25-002992 filed by TRILLIUM ASSET MANAGEMENT, LLC
    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 68,376 shares
    Change vs previous 13F -1,934 shares

    0.58% of the 13F portfolio, value $22,325,561.

    13F-HR 0001085146-25-000967 filed by TRILLIUM ASSET MANAGEMENT, LLC
    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 70,310 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $16,356,429.

    13F-HR 0001085146-24-005416 filed by TRILLIUM ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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