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Disclosery

Tidal Investments LLC: LPLA position timeline

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

Tidal Investments LLC held 1,348 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 1,348 shares
    Change vs previous 13F -1,052 shares

    <0.01% of the 13F portfolio, value $379,705.

    13F-HR 0002000324-26-003371 filed by Tidal Investments LLC
    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 2,400 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $721,992.

    13F-HR 0002000324-26-001933 filed by Tidal Investments LLC
    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 2,274 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $812,204.

    13F-HR 0001600064-26-000002 filed by Tidal Investments LLC
    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 2,144 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $713,287.

    13F-HR 0001600064-25-000011 filed by Tidal Investments LLC
    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 2,219 shares
    Change vs previous 13F -3,786 shares

    0.01% of the 13F portfolio, value $832,058.

    13F-HR 0001600064-25-000009 filed by Tidal Investments LLC
    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 6,005 shares
    Change vs previous 13F +2,349 shares

    0.02% of the 13F portfolio, value $1,964,476.

    13F-HR 0001600064-25-000007 filed by Tidal Investments LLC
    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 3,656 shares
    Change vs previous 13F -4,006 shares

    0.01% of the 13F portfolio, value $1,193,721.

    13F-HR 0001600064-25-000003 filed by Tidal Investments LLC
    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/A 7,662 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,782,410.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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