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Disclosery

WealthPoint Financial, LLC: LPLA position timeline

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

WealthPoint Financial, LLC held 7,625 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,625 shares
    Change vs previous 13F +1,265 shares

    1.57% of the 13F portfolio, value $2,147,810.

    13F-HR 0002040860-26-000004 filed by WealthPoint Financial, 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/A 6,360 shares
    Change vs previous 13F -830 shares

    1.6% of the 13F portfolio, value $1,913,279.

    13F-HR/A 0002040860-26-000003 filed by WealthPoint Financial, 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 7,190 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,568,052.

    13F-HR 0002040860-26-000001 filed by WealthPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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