TD PRIVATE CLIENT WEALTH LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1551017
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,680,784
-$427,432 QoQ
Shares Held
5,967
-14.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#318
of 761 holders
Holding Since
Mar 2021
22 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. LPLA ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,680,784 | 5,967 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,108,216 | 7,008 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,401,329 | 9,523 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,476,343 | 13,455 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,337,322 | 14,234 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,947,271 | 12,066 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,111,413 | 12,592 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,809,937 | 12,079 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,040,459 | 10,886 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,745,563 | 14,177 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,000,714 | 13,183 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,247,011 | 13,663 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $3,367,555 | 15,488 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,373,544 | 11,727 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,691,316 | 12,450 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,911,665 | 17,904 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $3,419,705 | 18,537 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $3,370,263 | 18,449 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,619,552 | 16,363 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,649,244 | 16,900 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,307,348 | 17,094 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,404,778 | 16,916 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||