Westside Investment Management, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1538383
SANTA MONICA, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$28,168
-$1,915 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#636
of 762 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $741,643 across 14 Capital Markets names. LPLA ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
364 | $368,138 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,405 | $140,893 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,056 | $97,437 | |
| 4 | MS |
Morgan Stanley
|
171 | $35,745 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
100 | $28,168 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
421 | $21,041 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,174 | $15,625 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
116 | $15,559 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,168 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $30,083 | 100 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $35,717 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33,269 | 100 | Shares | Sole | 2025-11-04 | |
| 2021-12-31 | $1,921 | 12 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||