D L CARLSON INVESTMENT GROUP INC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1021117 CONCORD, NH

Position in LPLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,507,269

+$134,281 QoQ

Shares Held

5,351

+17.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#328

of 761 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

D L CARLSON INVESTMENT GROUP INC holds $8,450,781 across 4 Capital Markets names. LPLA ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	16,219	$3,390,419
2	GS	Goldman Sachs Group Inc	2,446	$2,473,811
3	LPLA	LPL Financial Holdings Inc. This page	5,351	$1,507,269
4	SCHW	Schwab Charles Corp	11,697	$1,079,282

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,507,269	5,351	+17.2%	Shares	Sole	2026-08-11
2026-03-31	$1,372,988	4,564	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.