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Disclosery

DGS Capital Management, LLC: LPLA position timeline

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

DGS Capital Management, LLC held 1,414 LPLA shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,414 shares
    Change vs previous 13F -234 shares

    0.07% of the 13F portfolio, value $425,383.

    13F-HR 0001900110-26-000006 filed by DGS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,648 shares
    Change vs previous 13F +67 shares

    0.1% of the 13F portfolio, value $588,627.

    13F-HR 0001900110-26-000005 filed by DGS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,581 shares
    Change vs previous 13F +43 shares

    0.1% of the 13F portfolio, value $525,993.

    13F-HR 0001900110-26-000004 filed by DGS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,538 shares
    Change vs previous 13F +194 shares

    0.12% of the 13F portfolio, value $576,716.

    13F-HR 0001900110-26-000003 filed by DGS Capital Management, 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 1,344 shares
    Change vs previous 13F +103 shares

    0.12% of the 13F portfolio, value $439,686.

    13F-HR 0001900110-26-000002 filed by DGS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,241 shares
    Change vs previous 13F -49 shares

    0.1% of the 13F portfolio, value $405,209.

    13F-HR 0001900110-25-000001 filed by DGS Capital Management, 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 1,290 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $300,100.

    13F-HR 0001900110-24-000007 filed by DGS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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