Position in LPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$115,245
+$8,538 QoQ
Shares Held
29,626
+7.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 191 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $51,727,230 across 2 Consumer Electronics names. LPL ranks #2 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
178,366 | $51,611,985 | |
| 2 | LPL |
LG Display Co., Ltd.
This page
|
29,626 | $115,245 |
All Filings in LPL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,245 | 29,626 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $106,707 | 27,502 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||