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Disclosery

2Xideas AG: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 2Xideas AG on LPLA, newest first. How the timeline and the estimate are built.

2Xideas AG held 2,524 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,524 shares
    Change vs previous 13F -8,629 shares

    0.31% of the 13F portfolio, value $710,960.

    13F-HR 0001420506-26-001651 filed by 2Xideas AG
    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 11,153 shares
    Change vs previous 13F +116 shares

    1.31% of the 13F portfolio, value $3,355,157.

    13F-HR 0001420506-26-000892 filed by 2Xideas AG
    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 11,037 shares
    Change vs previous 13F -8,034 shares

    1.1% of the 13F portfolio, value $3,942,085.

    13F-HR 0001420506-26-000455 filed by 2Xideas AG
    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 19,071 shares
    Change vs previous 13F -368 shares

    1.34% of the 13F portfolio, value $6,344,731.

    13F-HR 0001420506-25-003226 filed by 2Xideas AG
    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 19,439 shares
    Change vs previous 13F -9,175 shares

    1.26% of the 13F portfolio, value $7,289,042.

    13F-HR 0001420506-25-001999 filed by 2Xideas AG
    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 28,614 shares
    Change vs previous 13F -16,457 shares

    1.42% of the 13F portfolio, value $9,360,784.

    13F-HR 0001420506-25-001143 filed by 2Xideas AG
    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 45,071 shares
    Change vs previous 13F +17,563 shares

    1.97% of the 13F portfolio, value $14,716,132.

    13F-HR 0001420506-25-000330 filed by 2Xideas AG
    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 27,508 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,399,186.

    13F-HR 0001420506-24-002320 filed by 2Xideas AG
    Filed (acceptance time not in the bulk data set), ingested

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