SOUTHERN MICHIGAN BANK & TRUST
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 1173227
COLDWATER, MI
Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,098
-$211 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#710
of 761 holders
Holding Since
Mar 2026
2 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, 2026SOUTHERN MICHIGAN BANK & TRUST holds $177,660 across 6 Capital Markets names. LPLA ranks #5 (1.7% of the industry book) .
All Filings in LPLA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,098 | 11 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,309 | 11 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||