Annex Advisory Services, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1542287 BROOKFIELD, WI

Position in LPLA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,416,215

+$114,606 QoQ

Shares Held

12,128

+10.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#249

of 761 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Annex Advisory Services, LLC holds $87,968,328 across 6 Capital Markets names. LPLA ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	335,740	$70,183,089
2	GS	Goldman Sachs Group Inc	10,236	$10,352,383
3	LPLA	LPL Financial Holdings Inc. This page	12,128	$3,416,215
4	PIPR	Piper Sandler Companies	27,455	$1,986,094
5	HOOD	Robinhood Markets, Inc.	17,113	$1,716,091
6	SCHW	Schwab Charles Corp	3,408	$314,456

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,416,215	12,128	+10.5%	Shares	Sole	2026-07-10
2026-03-31	$3,301,609	10,975	+31.1%	Shares	Sole	2026-04-16
2025-12-31	$2,990,227	8,372	-0.4%	Shares	Sole	2026-01-26
2025-09-30	$2,796,259	8,405	-4.4%	Shares	Sole	2025-10-17
2025-06-30	$3,295,236	8,788	+2.1%	Shares	Sole	2025-07-11
2025-03-31	$2,814,712	8,604	-30.3%	Shares	Sole	2025-04-11
2024-12-31	$4,032,725	12,351	-20.9%	Shares	Sole	2025-01-16
2024-09-30	$3,630,423	15,606	+35.1%	Shares	Sole	2024-10-10
2024-06-30	$3,225,915	11,550	-0.6%	Shares	Sole	2024-07-12
2024-03-31	$3,069,475	11,618	-4.9%	Shares	Sole	2024-04-12
2023-12-31	$2,779,467	12,211	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.