Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$638,286
-$43,394 QoQ
Shares Held
2,266
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#424
of 761 holders
Holding Since
Sep 2024
8 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, 2026Greenline Partners, LLC holds $4,730,528 across 3 Capital Markets names. LPLA ranks #3 (13.5% of the industry book) .
All Filings in LPLA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,286 | 2,266 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $681,680 | 2,266 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $809,347 | 2,266 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $753,875 | 2,266 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $849,682 | 2,266 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $741,299 | 2,266 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $739,871 | 2,266 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $527,139 | 2,266 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||