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Disclosery

Baron Capital: LPLA position timeline

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

Baron Capital held 114,224 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 114,224 shares
    Change vs previous 13F -7,554 shares

    0.05% of the 13F portfolio, value $32,174,616.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 121,778 shares
    Change vs previous 13F -53,467 shares

    0.11% of the 13F portfolio, value $36,634,476.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 175,245 shares
    Change vs previous 13F -32,652 shares

    0.17% of the 13F portfolio, value $62,592,257.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 207,897 shares
    Change vs previous 13F -14,582 shares

    0.18% of the 13F portfolio, value $69,165,253.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 222,479 shares
    Change vs previous 13F +57,228 shares

    0.23% of the 13F portfolio, value $83,422,951.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 165,251 shares
    Change vs previous 13F +45,547 shares

    0.16% of the 13F portfolio, value $54,060,212.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 119,704 shares
    Change vs previous 13F +54,256 shares

    0.1% of the 13F portfolio, value $39,084,553.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 65,448 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,225,168.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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