Riverpoint Wealth Management Holdings, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1682733 CHICAGO, IL

Position in LPLA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$359,142

-$23,814 QoQ

Shares Held

1,275

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#493

of 761 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Riverpoint Wealth Management Holdings, LLC holds $1,375,568 across 2 Capital Markets names. LPLA ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	1,005	$1,016,426
2	LPLA	LPL Financial Holdings Inc. This page	1,275	$359,142

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,142	1,275	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$382,956	1,273	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$454,320	1,272	-17.7%	Shares	Sole	2026-02-10
2025-09-30	$514,006	1,545	+0.1%	Shares	Sole	2025-11-05
2025-06-30	$578,578	1,543	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$504,449	1,542	+0.1%	Shares	Sole	2025-05-06
2024-12-31	$503,151	1,541	+0.1%	Shares	Sole	2025-02-05
2024-09-30	$358,017	1,539	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$429,284	1,537	+0.1%	Shares	Sole	2024-08-01
2024-03-31	$405,811	1,536	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$349,169	1,534	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$364,079	1,532	0.0%	Shares	Sole	2023-11-07
2023-06-30	$333,102	1,532	0.0%	Shares	Sole	2023-08-08
2023-03-31	$310,076	1,532	0.0%	Shares	Sole	2023-05-08
2022-12-31	$331,172	1,532	0.0%	Shares	Sole	2023-02-08
2022-09-30	$334,711	1,532	0.0%	Shares	Sole	2022-11-03
2022-06-30	$282,623	1,532	0.0%	Shares	Sole	2022-08-03
2022-03-31	$279,865	1,532	0.0%	Shares	Sole	2022-05-04
2021-12-31	$245,257	1,532	0.0%	Shares	Sole	2022-02-11
2021-09-30	$240,156	1,532	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.