Portfolio changes · featured 13Fs

Activity

Moves in LPLA across featured managers — New / Exit / Add / Reduce.

7 managers with a move of 137 featured filed through 13 Aug managers newest 13Fs

LPLA · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
13 Aug 2
LPLA	Add	Mala Gaonkar - Surgocap Partners	−0.57%	+4.2% sh	Q1→Q2
LPLA	Add	Dodge & Cox	−0.01%	+10.4% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home