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Disclosery

Balyasny Asset Management: LPLA position timeline

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

Balyasny Asset Management held 161,641 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 161,641 shares
    Change vs previous 13F +161,641 shares

    0.08% of the 13F portfolio, value $45,531,037.

    13F-HR 0001193125-26-351940 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,711 shares

    13F-HR 0000950123-25-008224 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 1,711 shares
    Change vs previous 13F -469,777 shares

    <0.01% of the 13F portfolio, value $559,737.

    13F-HR 0000950123-25-005606 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 471,488 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $153,945,547.

    13F-HR 0000950123-25-002486 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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