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Disclosery

Invesco Ltd.: LPLA position timeline

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

Invesco Ltd. held 106,651 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 106,651 shares
    Change vs previous 13F -242,360 shares

    <0.01% of the 13F portfolio, value $30,041,454.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 349,011 shares
    Change vs previous 13F -165,676 shares

    0.01% of the 13F portfolio, value $104,993,098.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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/A 514,687 shares
    Change vs previous 13F -24,757 shares

    0.02% of the 13F portfolio, value $183,830,834.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 539,444 shares
    Change vs previous 13F -12,135 shares

    0.03% of the 13F portfolio, value $179,467,743.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 551,579 shares
    Change vs previous 13F +450,326 shares

    0.04% of the 13F portfolio, value $206,825,418.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 101,253 shares
    Change vs previous 13F +526 shares

    0.01% of the 13F portfolio, value $33,123,907.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 100,727 shares
    Change vs previous 13F -27,914 shares

    0.01% of the 13F portfolio, value $32,888,374.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 128,641 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,925,756.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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