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Disclosery

MORGAN STANLEY: LPLA position timeline

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

MORGAN STANLEY held 861,982 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 861,982 shares
    Change vs previous 13F -421,683 shares

    0.01% of the 13F portfolio, value $242,803,907.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 1,283,665 shares
    Change vs previous 13F -479,598 shares

    0.02% of the 13F portfolio, value $386,166,170.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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 1,763,263 shares
    Change vs previous 13F +283,612 shares

    0.04% of the 13F portfolio, value $629,785,563.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 1,479,651 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $492,266,127.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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