Position in LPLA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,412,061
-$405,854 QoQ
Shares Held
5,013
-17.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#338
of 761 holders
Holding Since
Dec 2020
19 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, 2026TOBAM holds $3,023,517 across 11 Capital Markets names. LPLA ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,013 | $1,412,061 | |
| 2 | GS |
Goldman Sachs Group Inc
|
320 | $323,638 | |
| 3 | MS |
Morgan Stanley
|
1,383 | $289,102 | |
| 4 | MARA |
MARA Holdings, Inc.
|
20,129 | $279,591 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
6,268 | $192,490 | |
| 6 | CLSK |
Cleanspark, Inc.
|
11,946 | $173,814 | |
| 7 | HUT |
Hut 8 Corp.
|
1,067 | $123,179 | |
| 8 | NAKA |
Nakamoto Inc.
|
25,481 | $100,649 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412,061 | 5,013 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,817,915 | 6,043 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,537,920 | 15,505 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $4,540,553 | 13,648 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,407,022 | 11,753 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,342,523 | 16,331 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,573,625 | 20,133 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,787,674 | 42,074 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,755,323 | 27,767 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $10,991,248 | 41,602 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,719,473 | 20,734 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,894,639 | 20,596 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,876,085 | 22,426 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,705,597 | 23,249 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $287,506 | 1,330 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $84,333 | 386 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $71,209 | 386 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $70,514 | 386 | Shares | Sole | 2022-04-25 | |
| 2020-12-31 | $29,598 | 284 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||