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Disclosery

MARSHALL WACE, LLP: LPLA position timeline

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

MARSHALL WACE, LLP held 975,627 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 975,627 shares
    Change vs previous 13F +975,627 shares

    0.23% of the 13F portfolio, value $274,814,614.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    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 0 shares
    Change vs previous 13F -9,744 shares

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    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.

  3. period ended2025-12-31
    13F 9,744 shares
    Change vs previous 13F -110,988 shares

    <0.01% of the 13F portfolio, value $3,480,264.

    13F-HR 0001318757-26-000003 filed by MARSHALL WACE, LLP
    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 120,732 shares
    Change vs previous 13F +100,217 shares

    0.04% of the 13F portfolio, value $40,166,327.

    13F-HR 0001318757-25-000046 filed by MARSHALL WACE, LLP
    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 20,515 shares
    Change vs previous 13F -656,721 shares

    0.01% of the 13F portfolio, value $7,692,510.

    13F-HR 0001318757-25-000034 filed by MARSHALL WACE, LLP
    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 677,236 shares
    Change vs previous 13F +173,060 shares

    0.3% of the 13F portfolio, value $221,550,985.

    13F-HR 0001318757-25-000023 filed by MARSHALL WACE, LLP
    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 504,176 shares
    Change vs previous 13F -359,078 shares

    0.21% of the 13F portfolio, value $164,618,505.

    13F-HR 0002048047-25-000005 filed by MARSHALL WACE, LLP
    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 863,254 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $200,818,777.

    13F-HR 0001318757-24-000018 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

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