Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$419,703
-$28,533 QoQ
Shares Held
1,490
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#474
of 761 holders
Holding Since
Jun 2025
5 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, 2026Pettee Investors, Inc. holds $6,183,926 across 3 Capital Markets names. LPLA ranks #3 (6.8% of the industry book) .
All Filings in LPLA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,703 | 1,490 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $448,236 | 1,490 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $532,183 | 1,490 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $495,708 | 1,490 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $558,705 | 1,490 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||