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, 2026BW Gestao de Investimentos Ltda. holds $42,093,235 across 5 Capital Markets names. LPLA ranks #5 (15.0% of the industry book) .
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,293,012 | 22,341 | Shares | Sole | 2026-08-14 | |
| 2022-03-31 | $11,585,748 | 63,421 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||