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Disclosery

XPONANCE LLC: LPLA position timeline

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

XPONANCE LLC held 13,798 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,798 shares
    Change vs previous 13F -5,165 shares

    0.02% of the 13F portfolio, value $3,886,621.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 18,963 shares
    Change vs previous 13F +1,581 shares

    0.04% of the 13F portfolio, value $5,704,639.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 17,382 shares
    Change vs previous 13F +490 shares

    0.05% of the 13F portfolio, value $6,208,329.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 16,892 shares
    Change vs previous 13F +609 shares

    0.04% of the 13F portfolio, value $5,619,799.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 16,283 shares
    Change vs previous 13F +1,578 shares

    0.05% of the 13F portfolio, value $6,105,637.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 14,705 shares
    Change vs previous 13F +276 shares

    0.05% of the 13F portfolio, value $4,810,594.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 14,429 shares
    Change vs previous 13F +1,363 shares

    0.04% of the 13F portfolio, value $4,711,213.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 13,066 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,039,544.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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