Skip to content
Disclosery

Swiss Life Asset Management Ltd: LPLA position timeline

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

Swiss Life Asset Management Ltd held 22,931 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,931 shares
    Change vs previous 13F +8,818 shares

    0.03% of the 13F portfolio, value $6,459,204.

    13F-HR 0001172661-26-002910 filed by Swiss Life Asset Management 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 14,113 shares
    Change vs previous 13F +1,461 shares

    0.02% of the 13F portfolio, value $4,245,614.

    13F-HR 0001172661-26-001895 filed by Swiss Life Asset Management 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 12,652 shares
    Change vs previous 13F +261 shares

    0.02% of the 13F portfolio, value $4,518,914.

    13F-HR 0001172661-26-000461 filed by Swiss Life Asset Management 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 12,391 shares
    Change vs previous 13F -5,565 shares

    0.02% of the 13F portfolio, value $4,122,362.

    13F-HR 0001172661-25-005239 filed by Swiss Life Asset Management 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 17,956 shares
    Change vs previous 13F +7,732 shares

    0.04% of the 13F portfolio, value $6,732,962.

    13F-HR 0001172661-25-005235 filed by Swiss Life Asset Management 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 10,224 shares
    Change vs previous 13F +2,672 shares

    0.02% of the 13F portfolio, value $3,344,679.

    13F-HR 0001172661-25-005234 filed by Swiss Life Asset Management 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 7,552 shares
    Change vs previous 13F +5,553 shares

    0.02% of the 13F portfolio, value $2,462,077.

    13F-HR 0001172661-25-005245 filed by Swiss Life Asset Management 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 1,999 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $464,530.

    13F-HR 0001172661-25-005246 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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