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Universal- Beteiligungs- und Servicegesellschaft mbH: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Universal- Beteiligungs- und Servicegesellschaft mbH on LPLA, newest first. How the timeline and the estimate are built.

Universal- Beteiligungs- und Servicegesellschaft mbH held 43,562 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,562 shares
    Change vs previous 13F -1,717 shares

    0.02% of the 13F portfolio, value $12,261,448.

    13F-HR 0002057170-26-000021 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 45,279 shares
    Change vs previous 13F +2,694 shares

    0.02% of the 13F portfolio, value $13,603,070.

    13F-HR 0002057170-26-000020 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 42,585 shares
    Change vs previous 13F +816 shares

    0.02% of the 13F portfolio, value $15,193,909.

    13F-HR 0002057170-26-000014 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 41,769 shares
    Change vs previous 13F +19,150 shares

    0.02% of the 13F portfolio, value $13,896,129.

    13F-HR 0002057170-25-000015 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 22,619 shares
    Change vs previous 13F +621 shares

    0.02% of the 13F portfolio, value $8,481,448.

    13F-HR 0002057170-25-000008 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 21,998 shares
    Change vs previous 13F +1,106 shares

    0.01% of the 13F portfolio, value $7,196,427.

    13F-HR 0002057170-25-000004 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 20,892 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,821,444.

    13F-HR 0002057170-25-000003 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    Filed (acceptance time not in the bulk data set), ingested

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