Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$253,512
-$47,318 QoQ
Shares Held
900
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#544
of 762 holders
Holding Since
Mar 2023
9 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, 2026DE BURLO GROUP INC holds $29,439,942 across 5 Capital Markets names. LPLA ranks #5 (0.9% of the industry book) .
All Filings in LPLA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,512 | 900 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $300,830 | 1,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $357,170 | 1,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $332,690 | 1,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $374,970 | 1,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $327,140 | 1,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $326,510 | 1,000 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $209,475 | 750 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $1,335,840 | 6,600 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||