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Disclosery

WHITTIER TRUST CO: LPLA position timeline

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

WHITTIER TRUST CO held 40,238 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,238 shares
    Change vs previous 13F -213 shares

    0.12% of the 13F portfolio, value $12,262,531.

    13F-HR 0001999371-26-016070 filed by WHITTIER TRUST CO
    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 40,451 shares
    Change vs previous 13F +4,070 shares

    0.13% of the 13F portfolio, value $11,911,201.

    13F-HR 0001999371-26-009263 filed by WHITTIER TRUST CO
    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 36,381 shares
    Change vs previous 13F +1,220 shares

    0.15% of the 13F portfolio, value $13,699,629.

    13F-HR 0001999371-26-001643 filed by WHITTIER TRUST CO
    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 35,161 shares
    Change vs previous 13F +10,085 shares

    0.13% of the 13F portfolio, value $11,066,222.

    13F-HR 0001999371-25-016642 filed by WHITTIER TRUST CO
    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 25,076 shares
    Change vs previous 13F +710 shares

    0.11% of the 13F portfolio, value $9,402,261.

    13F-HR 0001999371-25-010244 filed by WHITTIER TRUST CO
    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 24,366 shares
    Change vs previous 13F +529 shares

    0.11% of the 13F portfolio, value $7,970,644.

    13F-HR 0001999371-25-005288 filed by WHITTIER TRUST CO
    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 23,837 shares
    Change vs previous 13F +1,053 shares

    0.1% of the 13F portfolio, value $7,782,856.

    13F-HR 0001839882-25-008230 filed by WHITTIER TRUST CO
    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 22,784 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,300,061.

    13F-HR 0001999371-24-013629 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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