RiverGlades Family Offices LLC
Family OfficePosition in LPLA — LPL Financial Holdings Inc.
CIK 1619779
NAPLES, FL
Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$372,099
-$18,980 QoQ
Shares Held
1,321
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#490
of 761 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RiverGlades Family Offices LLC holds $372,099 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,321 | $372,099 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,099 | 1,321 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $391,079 | 1,300 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $399,228 | 1,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $412,467 | 1,100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $359,854 | 1,100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $359,161 | 1,100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $255,893 | 1,100 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||