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Boston Trust Walden Corp: LPLA position timeline

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

Boston Trust Walden Corp held 4,250,828 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,250,828 shares
    Change vs previous 13F +119,330 shares

    1.07% of the 13F portfolio, value $1,202,536,760.

    13F-HR 0001386060-26-000035 filed by Boston Partners
    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 4,131,498 shares
    Change vs previous 13F +581,180 shares

    1.3% of the 13F portfolio, value $1,242,012,124.

    13F-HR 0001386060-26-000017 filed by Boston Partners
    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 3,550,318 shares
    Change vs previous 13F -119,688 shares

    1.31% of the 13F portfolio, value $1,268,831,724.

    13F-HR 0001386060-26-000014 filed by Boston Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Boston Partners: 3,550,318 shares
    • Boston Trust Walden Corp: 0 shares

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

  4. period ended2025-09-30
    13F 3,670,006 shares
    Change vs previous 13F -10,158 shares

    1.1% of the 13F portfolio, value $1,220,332,598.

    13F-HR 0001386060-25-000020 filed by Boston Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Boston Partners: 3,669,326 shares
    • Boston Trust Walden Corp: 680 shares

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

  5. period ended2025-06-30
    13F/A 3,680,164 shares
    Change vs previous 13F +165,881 shares

    1.33% of the 13F portfolio, value $1,379,853,191.

    13F-HR/A 0001085146-25-004915 filed by Boston Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Boston Partners: 3,679,484 shares
    • Boston Trust Walden Corp: 680 shares

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

  6. period ended2025-03-31
    13F 3,514,283 shares
    Change vs previous 13F -391,258 shares

    1.39% of the 13F portfolio, value $1,147,257,056.

    13F-HR 0001085146-25-002987 filed by Boston Partners
    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 3,905,541 shares
    Change vs previous 13F +805,637 shares

    1.56% of the 13F portfolio, value $1,278,454,190.

    13F-HR 0001085146-25-000961 filed by Boston Partners
    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 3,099,904 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $722,773,466.

    13F-HR 0001085146-24-005518 filed by Boston Partners
    Filed (acceptance time not in the bulk data set), ingested

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