DONALDSON CAPITAL MANAGEMENT, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1487438
EVANSVILLE, IN
Position in LPLA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$8,542,970
New position
Shares Held
28,398
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $155,091,170 across 3 Capital Markets names.
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,542,970 | 28,398 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||