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WELLINGTON MANAGEMENT GROUP LLP: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WELLINGTON MANAGEMENT GROUP LLP on LPLA, newest first. How the timeline and the estimate are built.

WELLINGTON MANAGEMENT GROUP LLP held 77,866 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,866 shares
    Change vs previous 13F -64,271 shares

    <0.01% of the 13F portfolio, value $21,933,295.

    13F-HR 0000902219-26-000311 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 142,137 shares
    Change vs previous 13F -6,315 shares

    0.01% of the 13F portfolio, value $42,759,074.

    13F-HR 0000902219-26-000209 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 148,452 shares
    Change vs previous 13F -11,752 shares

    0.01% of the 13F portfolio, value $53,022,601.

    13F-HR 0000902219-26-000103 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 160,204 shares
    Change vs previous 13F -169,412 shares

    0.01% of the 13F portfolio, value $53,298,269.

    13F-HR 0000902219-25-000462 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 329,616 shares
    Change vs previous 13F -328,977 shares

    0.02% of the 13F portfolio, value $123,596,112.

    13F-HR 0000902219-25-000356 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 658,593 shares
    Change vs previous 13F +507,923 shares

    0.04% of the 13F portfolio, value $215,452,114.

    13F-HR 0000902219-25-000242 filed by WELLINGTON MANAGEMENT GROUP LLP
    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/A 150,670 shares
    Change vs previous 13F -76,487 shares

    0.01% of the 13F portfolio, value $49,195,261.

    13F-HR 0000902219-25-000131 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 227,157 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $52,843,533.

    13F-HR 0000902219-24-000498 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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