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LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

775 managers (792 13F filers) reported a position in LPLA shares at 2025-03-31, 77,961,593 shares in all. 118 filers opened a position and 56 filers sold out during the quarter.

Managers
775
13F filers
792
New
118
Added
324
Reduced
222
Sold out
56
Shares held by filers
77,961,593

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 2 filers holding7,380,460$2.41B+155,029Timeline
BlackRock, Inc.in group BlackRock, Inc.4,750,079$1.55B0.03%-16,46613F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp3,514,283$1.15B1.39%-391,25813F-HRTimelineGroup
FMR LLCin group FMR LLC3,165,458$1.04B0.07%+206,73513F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson3,066,354$1.03B0.57%+15,82513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,681,617$877M2.15%+20,88113F-HRTimeline
LONE PINE CAPITAL LLC1,764,015$577M5.06%-158,73313F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC1,635,354$551M1.42%-6,26113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,679,585$549M0.02%+9,04913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,560,478$510M0.04%+100,53613F-HRTimelineGroup
Dodge & Cox1,523,460$498M0.28%+1,053,35113F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,516,060$496M0.16%+400,35213F-HRTimelineGroup
Winslow Capital Management, LLC1,457,701$477M1.9%new13F-HRTimeline
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC1,401,255$458M7.55%-171,82113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,304,780$427M0.03%+105,66513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,205,726$394M0.03%+177,88013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,039,734$340M+971,814Timeline
DARLINGTON PARTNERS CAPITAL MANAGEMENT,…970,737$318M10.61%+32,38313F-HRTimeline
JENNISON ASSOCIATES LLC959,371$314M0.22%+851,11513F-HRTimeline
NORGES BANK928,320$304M0.04%-8,09013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/923,690$302M0.03%+586,63113F-HRTimelineGroup
SurgoCap Partners LP906,442$297M14.65%+197,17213F-HRTimeline
Egerton Capital (UK) LLPin group Egerton Capital (UK) LLP871,265$285M3.29%+613,55513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC860,014$281M0.11%-46,48713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP842,939$276M0.07%-3,12813F-HRTimelineGroup
WESTFIELD CAPITAL MANAGEMENT CO LP830,099$272M1.32%+124,18013F-HRTimeline
UBS Group AGgroup of 2 filers holding817,916$268M+50,101Timeline
ALLIANCEBERNSTEIN L.P.759,206$248M0.09%+642,50313F-HRTimeline
TD Asset Management Inc681,885$223M0.21%-159,33413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP677,236$222M0.3%+173,06013F-HRTimelineGroup
Clarkston Capital Partners, LLC674,227$221M4.35%-198,05613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…658,593$215M0.04%+507,92313F-HRTimelineGroup
Third Point LLC625,000$204M3.21%-30,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN595,845$195M0.05%+91,25713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC588,800$193M0.12%+99,22013F-HRTimelineGroup
Epoch Investment Partners, Inc.585,566$192M0.99%-140,00613F-HRTimeline
Markel Group Inc.in group Markel Group Inc.539,104$176M1.57%+6,70013F-HRTimelineGroup
EMINENCE CAPITAL, LP523,113$171M2.86%-35,53413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP517,362$169M0.03%+26,21713F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…469,958$154M8.15%-8,04413F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC45,968$150M0.21%-4,68113F-HRTimeline
First Pacific Advisors, LP457,941$150M2.4%-34813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp452,733$148M0.03%+4913F-HRTimelineGroup
Azora Capital LP442,434$145M9.82%+26,24913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD437,444$143M0.76%+2,38813F-HRTimelineGroup
Southpoint Capital Advisors LPin group Southpoint Capital Advisors LP400,000$131M3.15%-200,00013F-HRTimelineGroup
Palestra Capital Management LLC399,210$131M5.26%+70,92413F-HRTimeline
Junto Capital Management LP397,366$130M2.98%-8,62413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding392,697$128M+46,971Timeline
Artisan Partners Limited Partnership389,730$127M0.21%-28,14313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO379,061$124M0.16%+263,32913F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co354,001$116M0.02%+18,25213F-HR/ATimelineGroup
Legal & General Group Plcin group Legal & General Group Plc344,079$113M0.03%+37,16113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC339,001$111M0.03%-39,26013F-HRTimelineGroup
Holocene Advisors, LP334,971$110M0.32%+101,80613F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD329,607$108M0.1%-30,97113F-HRTimeline
Caisse de depot et placement du Quebec329,178$108M0.23%-68,41813F-HRTimeline
MAVERICK CAPITAL LTD320,780$105M1.89%-266,94113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD297,130$97.2M0.12%+10,13613F-HR/ATimelineGroup
HMI Capital Management, L.P.286,711$93.8M5.11%-114,53213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/279,850$91.6M0.01%+16,58213F-HRTimeline
GILDER GAGNON HOWE & CO LLC272,938$89.3M1.17%-3,40313F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…252,579$82.6M0.52%+66,64413F-HRTimelineGroup
APG Asset Management N.V.in group APG Asset Management N.V.257,260$77.9M0.24%+212,76013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …235,994$77.2M0.07%-11,62013F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.228,371$74.7M0.3%-188,24213F-HRTimelineGroup
Bridgewater Associates, LP222,873$72.9M0.34%+157,98913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC209,126$68.4M0.01%+1,08913F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP205,485$67.2M0.11%+13,33213F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding203,863$66.7M+12,976Timeline
Employees Retirement System of Texas197,600$64.6M0.59%-33,90013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP187,258$61.3M0.07%+21,96713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS186,742$61.1M0.15%-29,12813F-HRTimeline
Nuveen, LLCin group TIAA186,039$60.9M0.02%13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.178,183$58.3M0.07%-6,37513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA175,855$57.5M0.01%+5,76913F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO175,487$57.4M0.4%+3,72113F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …172,729$56.5M0.04%-29513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP165,607$54.2M0.05%+155,58413F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital165,251$54.1M0.16%+45,54713F-HRTimelineGroup
COMERICA BANK159,475$52.2M0.22%+33,93113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\158,776$51.9M0.02%-16,28513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …147,478$49.4M0.09%new13F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc138,019$45.4M0.09%-78,73113F-HRTimelineGroup
California Public Employees Retirement …137,305$44.9M0.03%-3,68613F-HRTimeline
HARRIS ASSOCIATES L P135,474$44.3M0.07%-60,00013F-HRTimeline
DANSKE BANK A/S130,642$42.7M0.13%+57,38213F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC130,308$42.6M0.16%+127,86213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC126,276$41.3M0.04%-773,10113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding126,202$41.3M-466Timeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC125,000$40.9M0.73%new13F-HRTimelineGroup
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.123,333$40.3M2.19%-63,67513F-HRTimelineGroup
LPL Financial LLC118,229$38.7M0.02%+2,95613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding117,306$38.4M+8,890Timeline
Artemis Investment Management LLP114,780$37.5M0.58%+32,04413F-HRTimeline
National Pension Service114,321$37.4M0.04%-5,40313F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…113,592$37.2M0.05%+30513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC111,945$36.6M16.72%+4,08413F-HRTimeline
Man Group plcin group Man Group plc110,313$36.1M0.11%-27,25513F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding102,022$33.4M+4,004Timeline
Invesco Ltd.in group Invesco Ltd.101,253$33.1M0.01%+52613F-HRTimelineGroup
RHUMBLINE ADVISERS101,234$33.1M0.03%-21213F-HR/ATimeline
Amundiin group Amundi99,028$31M0.01%-46,41513F-HRTimelineGroup
Ceredex Value Advisors LLC93,875$30.7M0.67%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87,693$28.7M0.02%+85,17713F-HRTimelineGroup
Solel Partners LP87,000$28.5M5.27%013F-HRTimeline
Burkehill Global Management, LP85,000$27.8M2.07%new13F-HRTimeline
Heron Bay Capital Management84,239$27.6M5.79%-1,35513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE80,045$26.2M0.04%+61,63913F-HRTimelineGroup
Railway Pension Investments Ltd76,500$25M0.36%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…74,670$24.5M0.03%+8,94013F-HRTimelineGroup
Eisler Capital Management Ltd.74,386$24.4M0.73%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…73,092$23.9M0.05%013F-HRTimeline
SCS Capital Management LLC72,528$23.7M0.3%new13F-HR/ATimeline
Blackstone Inc.in group Blackstone Inc.70,000$22.9M0.1%new13F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT68,309$22.3M0.77%+11,04113F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC66,621$21.8M0.63%-1,75513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…65,925$21.6M0.13%-14013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…62,291$20.4M0.23%+43,55813F-HRTimelineGroup
NorthCoast Asset Management LLC62,138$20.3M0.1%+56,51013F-HR/ATimeline
Natixis Investment Managersgroup of 2 filers holding60,875$19.9M+5,137Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC60,137$19.7M0.01%-51,20813F-HRTimelineGroup
Korea Investment CORP60,103$19.7M0.05%+11,45213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC58,059$19M0.02%+14,97713F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND57,263$18.7M0.03%+15,12213F-HR/ATimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC55,121$18M0.14%-15,15513F-HRTimelineGroup
Mawer Investment Management Ltd.54,926$18M0.09%-3,08413F-HRTimeline
GW&K Investment Management, LLC53,776$17.6M0.16%new13F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD52,643$17.2M0.04%+1,57513F-HRTimeline
LYNWOOD PRICE CAPITAL MANAGEMENT LP52,500$17.2M9.79%+17,00013F-HRTimeline
AVIVA PLCin group AVIVA PLC52,295$17.1M0.04%+7,14913F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC54,658$17M1.37%+19913F-HRTimeline
Centiva Capital, LP50,003$16.4M0.94%+48,09913F-HRTimeline
SEVEN GRAND MANAGERS, LLC50,000$16.4M3.82%new13F-HRTimeline
Pamalican Asset Management Ltd50,000$16.4M32.13%new13F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc49,358$16.1M0.24%-10,68313F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
WINMILL & CO. INCin group WINMILL & CO. INC48,860$16M4.86%013F-HRTimelineGroup
Ensign Peak Advisors, Inc47,984$15.7M0.03%+22013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co47,745$15.7M0.03%+93713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC46,653$15.3M0.01%+17,72013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…46,536$15.2M0.02%-1,43413F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…45,000$14.7M0.03%+15,00013F-HRTimelineGroup
Verition Fund Management LLC43,980$14.4M0.08%+38,09013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC43,572$14.3M0.01%-8,91313F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.42,798$14M0.36%+21,87313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC42,276$13.8M0.01%+35,88613F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD41,982$13.7M0.04%-35713F-HRTimeline
UMB Bank, n.a.41,115$13.5M0.22%+26,26713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOGAN CAPITAL MANAGEMENT INC40,276$13.2M0.6%-95713F-HRTimeline
NewEdge Wealth, LLC40,149$13.1M0.24%-28,64213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,536$12.9M0.02%+4,56413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS38,985$12.8M0.01%+11,00613F-HRTimelineGroup
OMERS ADMINISTRATION Corp38,232$12.5M0.11%+30,59213F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.38,181$12.5M0.45%-5,90313F-HRTimelineGroup
Teca Partners, LP38,123$12.5M8.94%-14,75213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,835$12.1M0.05%+22513F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC36,165$11.8M0.28%+16,13513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding35,944$11.8M-6,446Timeline
RENAISSANCE TECHNOLOGIES LLC35,500$11.6M0.02%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC34,733$11.4M0.01%+1,61113F-HR/ATimelineGroup
Aware Super Pty Ltd as trustee of Aware…34,693$11.3M0.19%-1,92213F-HRTimeline
Diamond Hill Capital Management, LLC (I…34,517$11.3M0.05%+7,10913F-HRTimeline
Treasurer of the State of North Carolina34,061$11.1M0.04%-16,19313F-HRTimeline
Janney Montgomery Scott LLC33,417$10.9M0.03%-98113F-HRTimeline
Channing Capital Management, LLC33,015$10.8M0.33%-7,54313F-HRTimeline
REINHART PARTNERS, LLC.32,621$10.7M0.39%-2,78313F-HRTimeline
Cinctive Capital Management LP32,584$10.7M0.85%-36,11713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP32,329$10.6M0.01%-1,46513F-HRTimelineGroup
ICON ADVISERS INC/CO31,483$10.3M2.41%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC30,969$10.1M0.01%-3,25413F-HRTimeline
ArrowMark Colorado Holdings LLC30,835$10.1M0.16%-7,42113F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS30,778$10.1M0.04%+8,40813F-HRTimeline
Davidson Kempner Capital Management LP31,000$9.92M0.14%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…30,279$9.91M0.45%-12,70813F-HRTimelineGroup
Interval Partners, LP30,000$9.81M0.35%-2,02413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC29,084$9.51M0.33%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd28,823$9.43M0.21%new13F-HRTimelineGroup
2Xideas AGin group 2Xideas AG28,614$9.36M1.42%-16,45713F-HRTimelineGroup
Asset Management One Co., Ltd.28,458$9.31M0.03%-2,90213F-HRTimeline
KWB Wealth28,438$9.29M1.12%+14413F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…28,153$9.21M0.03%+41513F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP27,896$9.13M0.31%-132,71113F-HR/ATimeline
Mn Services Vermogensbeheer B.V.27,500$9M0.07%-2,30013F-HRTimeline
Private Advisor Group, LLC26,706$8.74M0.05%+34113F-HRTimeline
KLP KAPITALFORVALTNING AS26,500$8.67M0.04%+40013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…25,000$8.18M0.02%+20,87413F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…24,803$8.11M0.04%-2,52513F-HRTimelineGroup
WHITTIER TRUST CO24,366$7.97M0.11%+52913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…23,795$7.78M0.03%-2,48313F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…23,759$7.77M0.05%-28613F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…23,592$7.75M0.04%+1,09813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,479$7.68M0.01%+22,01713F-HRTimelineGroup
BRANT POINT INVESTMENT MANAGEMENT LLC23,166$7.58M1.85%-15013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding22,472$7.35M-505Timeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …21,998$7.2M0.01%+1,10613F-HRTimelineGroup
LBP AM SA21,973$7.19M0.11%new13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM21,627$7.08M0.05%-6313F-HRTimeline
Quantinno Capital Management LP21,395$7M0.05%+6,25613F-HRTimeline
Laurion Capital Management LP21,387$7M0.54%+12,50013F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…21,325$6.98M0.2%+12,20013F-HRTimeline