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BW Gestao de Investimentos Ltda.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1568280 SAO PAULO, D5

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,293,012
-$5,292,736 QoQ
Shares Held
22,341
-64.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#199
of 761 holders
Holding Since
Mar 2022
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

BW Gestao de Investimentos Ltda. holds $42,093,235 across 5 Capital Markets names. LPLA ranks #5 (15.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 LPLA
LPL Financial Holdings Inc.
This page
22,341 $6,293,012

All Filings in LPLA

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,293,012 22,341
2022-03-31 $11,585,748 63,421