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Vestmark Advisory Solutions, Inc.: LPLA position timeline

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

Vestmark Advisory Solutions, Inc. held 16,998 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 16,998 shares
    Change vs previous 13F -1,138 shares

    0.04% of the 13F portfolio, value $4,787,884.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 18,136 shares
    Change vs previous 13F -7,779 shares

    0.06% of the 13F portfolio, value $5,455,972.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 25,915 shares
    Change vs previous 13F +3,569 shares

    0.12% of the 13F portfolio, value $9,256,206.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 22,346 shares
    Change vs previous 13F -7,955 shares

    0.14% of the 13F portfolio, value $7,434,372.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 30,301 shares
    Change vs previous 13F -12,497 shares

    0.16% of the 13F portfolio, value $11,361,839.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 42,798 shares
    Change vs previous 13F +21,873 shares

    0.36% of the 13F portfolio, value $14,000,938.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, 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 20,925 shares
    Change vs previous 13F +577 shares

    0.24% of the 13F portfolio, value $6,832,222.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, 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 20,348 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,733,555.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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