HARBOR INVESTMENT ADVISORY, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1468792
LUTHERVILLE, MD
Position in LPLA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$58,871
+$58,592 QoQ
Shares Held
209
+20800.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#618
of 761 holders
Holding Since
Mar 2024
3 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $9,619,554 across 13 Capital Markets names. LPLA ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,985 | $6,053,049 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
13,945 | $1,398,404 | |
| 3 | MS |
Morgan Stanley
|
5,351 | $1,118,573 | |
| 4 | EVR |
Evercore Inc.
|
1,760 | $600,934 | |
| 5 | HUT |
Hut 8 Corp.
|
1,000 | $115,445 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,178 | $108,694 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
209 | $58,871 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
408 | $54,725 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,871 | 209 | Shares | Sole | 2026-07-07 | |
| 2024-06-30 | $279 | 1 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,056 | 4 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||