Elgethun Capital Management
Position in LPLA — LPL Financial Holdings Inc.
CIK 1638022
SIOUX FALLS, SD
Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$138,868
-$9,441 QoQ
Shares Held
493
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#592
of 761 holders
Holding Since
Sep 2022
16 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, 2026Elgethun Capital Management holds $14,996,552 across 2 Capital Markets names. LPLA ranks #2 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
161,024 | $14,857,684 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
493 | $138,868 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,868 | 493 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $148,309 | 493 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $176,084 | 493 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $164,016 | 493 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $184,860 | 493 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $161,280 | 493 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $160,969 | 493 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $114,686 | 493 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $267,569 | 958 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $253,103 | 958 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $218,059 | 958 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $227,668 | 958 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $208,297 | 958 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $193,899 | 958 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $207,090 | 958 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $209,303 | 958 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||