Prospera Financial Services Inc

Position in LPLA — LPL Financial Holdings Inc.

CIK 1541625 Dallas, TX

Position in LPLA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$827,857

-$29,207 QoQ

Shares Held

2,939

+3.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#389

of 761 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prospera Financial Services Inc holds $30,907,541 across 13 Capital Markets names. LPLA ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	14,773	$14,940,969
2	SCHW	Schwab Charles Corp	51,294	$4,732,897
3	MS	Morgan Stanley	18,136	$3,791,149
4	HOOD	Robinhood Markets, Inc.	25,249	$2,531,969
5	FIGR	Figure Technology Solutions, Inc.	34,662	$1,064,470
6	IREN	IREN Ltd	18,343	$838,825
7	LPLA	LPL Financial Holdings Inc. This page	2,939	$827,857
8	CRCL	Circle Internet Group, Inc.	8,589	$537,929

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$827,857	2,939	+3.2%	Shares	Sole	2026-07-15
2026-03-31	$857,064	2,849	+204.1%	Shares	Sole	2026-04-14
2023-09-30	$222,678	937	-15.0%	Shares	Sole	2023-11-13
2023-06-30	$239,607	1,102	0.0%	Shares	Sole	2023-08-08
2023-03-31	$223,044	1,102	+1.8%	Shares	Sole	2023-05-12
2022-12-31	$234,112	1,083	-1.4%	Shares	Sole	2023-02-08
2022-09-30	$239,891	1,098	-85.1%	Shares	Sole	2022-10-27
2022-06-30	$1,358,510	7,364	+505.6%	Shares	Sole	2022-08-08
2022-03-31	$222,138	1,216	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.