Edgestream Partners, L.P.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1535061 Princeton, NJ

Position in LPLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,354,317

+$18,234 QoQ

Shares Held

4,808

+19.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#345

of 762 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $55,845,716 across 12 Capital Markets names. LPLA ranks #11 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,450	$10,568,816
2	MS	Morgan Stanley	41,812	$8,740,380
3	IBKR	Interactive Brokers Group, Inc.	98,278	$8,554,117
4	SF	Stifel Financial Corp	101,813	$7,103,493
5	MARA	MARA Holdings, Inc.	496,906	$6,902,024
6	VIRT	Virtu Financial, Inc.	63,338	$3,773,044
7	JEF	Jefferies Financial Group Inc.	47,556	$2,376,848
8	SCHW	Schwab Charles Corp	23,747	$2,191,135

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,354,317	4,808	+19.7%	Shares	Sole	2026-08-11
2025-09-30	$1,336,083	4,016	-78.3%	Shares	Sole	2025-11-12
2025-06-30	$6,939,569	18,507	+84.0%	Shares	Sole	2025-08-13
2025-03-31	$3,290,374	10,058	+103.4%	Shares	Sole	2025-05-02
2024-03-31	$1,306,204	4,944	+264.9%	Shares	Sole	2024-05-10
2023-09-30	$322,015	1,355	-31.8%	Shares	Sole	2023-11-15
2023-03-31	$402,371	1,988	+108.4%	Shares	Sole	2023-05-15
2022-12-31	$206,226	954	-50.3%	Shares	Sole	2023-02-13
2022-09-30	$419,481	1,920	-10.5%	Shares	Sole	2022-11-14
2022-03-31	$391,848	2,145	-61.0%	Shares	Sole	2022-05-13
2021-09-30	$862,336	5,501	-41.8%	Shares	Sole	2021-11-15
2021-06-30	$1,276,775	9,459	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.