Skip to content
Disclosery

Wedmont Private Capital: LPLA position timeline

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

Wedmont Private Capital held 2,320 LPLA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,320 shares
    Change vs previous 13F +766 shares

    0.02% of the 13F portfolio, value $760,983.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,554 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $492,687.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,548 shares
    Change vs previous 13F -77 shares

    0.02% of the 13F portfolio, value $481,124.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,625 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $584,010.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,633 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $518,196.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,625 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $618,969.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,606 shares
    Change vs previous 13F +28 shares

    0.03% of the 13F portfolio, value $500,141.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,578 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $521,387.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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