Stratos Investment Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1707206 BEACHWOOD, OH

Position in LPLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$202,246

-$18,262 QoQ

Shares Held

718

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#580

of 761 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Investment Management, LLC holds $13,877,901 across 5 Capital Markets names. LPLA ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	43,220	$9,034,708
2	GS	Goldman Sachs Group Inc	2,872	$2,904,654
3	SCHW	Schwab Charles Corp	13,451	$1,241,123
4	IBKR	Interactive Brokers Group, Inc.	5,689	$495,170
5	LPLA	LPL Financial Holdings Inc. This page	718	$202,246

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,246	718	-2.0%	Shares	Sole	2026-08-11
2026-03-31	$220,508	733	+2.2%	Shares	Sole	2026-04-28
2025-12-31	$256,090	717	+0.3%	Shares	Sole	2026-01-20
2025-09-30	$237,873	715	+4.2%	Shares	Sole	2025-11-06
2025-06-30	$257,229	686	+1.6%	Shares	Sole	2025-07-29
2025-03-31	$220,819	675	0.0%	Shares	Sole	2025-04-30
2024-12-31	$220,394	675	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.