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Disclosery

TRUIST FINANCIAL CORP: LPLA position timeline

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

TRUIST FINANCIAL CORP held 50,282 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,282 shares
    Change vs previous 13F -153,966 shares

    0.02% of the 13F portfolio, value $14,163,466.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 204,248 shares
    Change vs previous 13F -2,097 shares

    0.08% of the 13F portfolio, value $61,443,910.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 206,345 shares
    Change vs previous 13F -3,302 shares

    0.1% of the 13F portfolio, value $73,700,216.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 209,647 shares
    Change vs previous 13F +1,385 shares

    0.09% of the 13F portfolio, value $69,747,560.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 208,262 shares
    Change vs previous 13F +2,777 shares

    0.11% of the 13F portfolio, value $78,092,058.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 205,485 shares
    Change vs previous 13F +13,332 shares

    0.11% of the 13F portfolio, value $67,222,271.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 192,153 shares
    Change vs previous 13F +14,106 shares

    0.1% of the 13F portfolio, value $62,739,739.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 178,047 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $41,418,963.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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