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Disclosery

CITADEL ADVISORS LLC: LPLA position timeline

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

CITADEL ADVISORS LLC held 642,765 LPLA shares at 2026-06-30 per its 13F-HR/A filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 642,765 shares
    Change vs previous 13F -280,706 shares

    0.1% of the 13F portfolio, value $181,054,045.

    13F-HR/A 0001104659-26-104387 filed by CITADEL ADVISORS LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 923,471 shares
    Change vs previous 13F +567,025 shares

    0.2% of the 13F portfolio, value $277,807,781.

    13F-HR 0001104659-26-062477 filed by CITADEL ADVISORS LLC
    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 356,446 shares
    Change vs previous 13F -27,905 shares

    0.09% of the 13F portfolio, value $127,311,818.

    13F-HR 0001104659-26-016408 filed by CITADEL ADVISORS LLC
    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 384,351 shares
    Change vs previous 13F +384,351 shares

    0.1% of the 13F portfolio, value $127,869,735.

    13F-HR 0001104659-25-112514 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -300,199 shares

    13F-HR 0000950123-25-005687 filed by CITADEL ADVISORS LLC
    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.

  6. period ended2024-12-31
    13F 300,199 shares
    Change vs previous 13F -119,778 shares

    0.09% of the 13F portfolio, value $98,017,976.

    13F-HR 0000950123-25-002739 filed by CITADEL ADVISORS LLC
    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 419,977 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $97,699,249.

    13F-HR 0000950123-24-011767 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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