RETIREMENT CAPITAL STRATEGIES
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1672681
SAN JOSE, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,828,348
-$192,286 QoQ
Shares Held
10,041
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
4.78%
of 13F equity value
Holder Rank
#266
of 761 holders
Holding Since
Mar 2020
26 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, 2026RETIREMENT CAPITAL STRATEGIES holds $2,828,348 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
|
10,041 | $2,828,348 |
All Filings in LPLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,828,348 | 10,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,020,634 | 10,041 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,586,343 | 10,041 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,340,540 | 10,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,765,073 | 10,041 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,284,812 | 10,041 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,278,486 | 10,041 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,335,837 | 10,041 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,804,451 | 10,041 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,671,326 | 10,111 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,301,465 | 10,111 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,402,879 | 10,111 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,198,434 | 10,111 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,046,466 | 10,111 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,185,694 | 10,111 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,193,757 | 10,041 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,852,363 | 10,041 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,834,289 | 10,041 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,607,463 | 10,041 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,574,027 | 10,041 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,355,334 | 10,041 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,427,428 | 10,041 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,046,473 | 10,041 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $769,843 | 10,041 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $787,214 | 10,041 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $546,531 | 10,041 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||