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Rakuten Group, Inc.: LPLA position timeline

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

Rakuten Group, Inc. held 1 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $282.

    13F-HR 0002009539-26-000005 filed by Rakuten Securities, Inc.
    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 2 shares
    Change vs previous 13F -3,467 shares

    <0.01% of the 13F portfolio, value $602.

    13F-HR 0002009539-26-000004 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 2 shares
    • Rakuten Investment Management, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 3,469 shares
    Change vs previous 13F -11,452 shares

    <0.01% of the 13F portfolio, value $1,270,502.

    13F-HR 0000898432-26-000121 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 2 shares
    • Rakuten Investment Management, Inc.: 3,467 shares

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

  4. period ended2025-09-30
    13F 14,921 shares
    Change vs previous 13F +14,920 shares

    0.01% of the 13F portfolio, value $2,769,780.

    13F-HR 0000898432-25-000856 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 2 shares
    • Rakuten Investment Management, Inc.: 14,919 shares

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

  5. period ended2025-06-30
    13F/A 1 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $375.

    13F-HR/A 0002009539-25-000010 filed by Rakuten Securities, Inc.
    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 3 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $981.

    13F-HR 0002009539-25-000004 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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