CHILTON CAPITAL MANAGEMENT LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1056859
HOUSTON, TX
Position in LPLA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,008
-$6,278 QoQ
Shares Held
10
-61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHILTON CAPITAL MANAGEMENT LLC holds $80,720,091 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
195,275 | $40,820,286 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,168 | $39,613,340 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,534 | $233,812 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
550 | $27,489 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
218 | $13,653 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
100 | $8,704 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
28 | $2,807 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,008 | 10 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,286 | 26 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,649 | 26 | Shares | Sole | 2025-10-31 | |
| 2024-03-31 | $4,491 | 17 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,869 | 17 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||