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WCM INVESTMENT MANAGEMENT, LLC: LPLA position timeline

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

WCM INVESTMENT MANAGEMENT, LLC held 1,810,058 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 1,810,058 shares
    Change vs previous 13F +75,663 shares

    0.88% of the 13F portfolio, value $487,340,050.

    13F-HR 0001062993-26-004287 filed by WCM INVESTMENT 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 1,734,395 shares
    Change vs previous 13F +12,922 shares

    1.19% of the 13F portfolio, value $520,630,729.

    13F-HR 0001062993-26-002395 filed by WCM INVESTMENT 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 1,721,473 shares
    Change vs previous 13F -21,518 shares

    1.28% of the 13F portfolio, value $619,299,955.

    13F-HR 0001062993-26-000695 filed by WCM INVESTMENT 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 1,742,991 shares
    Change vs previous 13F +12,214 shares

    1.24% of the 13F portfolio, value $593,662,775.

    13F-HR 0001062993-25-016445 filed by WCM INVESTMENT 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 1,730,777 shares
    Change vs previous 13F +95,423 shares

    1.44% of the 13F portfolio, value $631,664,418.

    13F-HR 0001062993-25-013207 filed by WCM INVESTMENT 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 1,635,354 shares
    Change vs previous 13F -6,261 shares

    1.42% of the 13F portfolio, value $550,934,449.

    13F-HR 0001062993-25-008104 filed by WCM INVESTMENT 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/A 1,641,615 shares
    Change vs previous 13F -8,053 shares

    1.26% of the 13F portfolio, value $536,775,312.

    13F-HR/A 0001062993-25-002077 filed by WCM INVESTMENT 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 1,649,668 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $380,842,382.

    13F-HR 0001062993-24-018248 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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