Concorde Asset Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1631773
ANN ARBOR, MI
Position in LPLA
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$316,608
-$24,533 QoQ
Shares Held
1,124
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#512
of 761 holders
Holding Since
Jun 2023
12 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, 2026Concorde Asset Management, LLC holds $316,608 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
|
1,124 | $316,608 |
All Filings in LPLA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,608 | 1,124 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $341,141 | 1,134 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $822,562 | 2,303 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $758,533 | 2,280 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $598,666 | 1,830 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $648,448 | 1,986 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $504,109 | 2,167 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $614,460 | 2,200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $581,240 | 2,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $603,420 | 2,651 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $637,852 | 2,684 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $581,190 | 2,673 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||