Sanchez Wealth Management Group

Position in LPLA — LPL Financial Holdings Inc.

CIK 1697740 JACKSONVILLE, FL

Position in LPLA

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

Position Value

$483,644

-$32,279 QoQ

Shares Held

1,717

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#458

of 761 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sanchez Wealth Management Group holds $483,644 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	1,717	$483,644

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,644	1,717	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$515,923	1,715	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$611,832	1,713	+1.3%	Shares	Sole	2026-02-04
2025-09-30	$562,578	1,691	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$633,324	1,689	+0.1%	Shares	Sole	2025-08-07
2025-03-31	$552,212	1,688	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$550,495	1,686	+2.1%	Shares	Sole	2025-01-28
2024-09-30	$384,072	1,651	+0.1%	Shares	Sole	2024-11-05
2024-06-30	$460,565	1,649	+0.1%	Shares	Sole	2024-07-17
2024-03-31	$435,137	1,647	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$374,434	1,645	+4.1%	Shares	Sole	2024-01-16
2023-09-30	$375,487	1,580	+0.1%	Shares	Sole	2023-10-27
2023-06-30	$343,104	1,578	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$318,780	1,575	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$340,035	1,573	+0.1%	Shares	Sole	2023-02-08
2022-09-30	$343,232	1,571	+4.6%	Shares	Sole	2022-10-13
2022-06-30	$277,088	1,502	+0.1%	Shares	Sole	2022-07-13
2022-03-31	$274,020	1,500	+0.1%	Shares	Sole	2022-04-19
2021-12-31	$239,814	1,498	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$234,356	1,495	+5.3%	Shares	Sole	2021-10-19
2021-03-31	$201,867	1,420	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.