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Disclosery

Banque Cantonale Vaudoise: LPLA position timeline

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

Banque Cantonale Vaudoise held 3,739 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,739 shares
    Change vs previous 13F -1,088 shares

    0.06% of the 13F portfolio, value $1,053,000.

    13F-HR 0001793755-26-000006 filed by Banque Cantonale Vaudoise
    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 4,827 shares
    Change vs previous 13F -728 shares

    0.05% of the 13F portfolio, value $1,452,000.

    13F-HR 0001793755-26-000005 filed by Banque Cantonale Vaudoise
    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 5,555 shares
    Change vs previous 13F +2,323 shares

    0.07% of the 13F portfolio, value $1,984,000.

    13F-HR 0001793755-26-000004 filed by Banque Cantonale Vaudoise
    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 3,232 shares
    Change vs previous 13F -5,597 shares

    0.04% of the 13F portfolio, value $1,075,000.

    13F-HR 0001793755-25-000010 filed by Banque Cantonale Vaudoise
    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 8,829 shares
    Change vs previous 13F +5,874 shares

    0.14% of the 13F portfolio, value $3,311,000.

    13F-HR 0001793755-25-000006 filed by Banque Cantonale Vaudoise
    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 2,955 shares
    Change vs previous 13F +2,955 shares

    0.04% of the 13F portfolio, value $967,000.

    13F-HR 0001793755-25-000003 filed by Banque Cantonale Vaudoise
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001793755-24-000009 filed by Banque Cantonale Vaudoise
    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.