Winthrop Advisory Group LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1739043 BOSTON, MA

Position in LPLA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,565,433

-$350,388 QoQ

Shares Held

19,758

+0.5% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

1.77%

of 13F equity value

Holder Rank

#206

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winthrop Advisory Group LLC holds $6,711,755 across 3 Capital Markets names. LPLA ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc. This page	19,758	$5,565,433
2	GS	Goldman Sachs Group Inc	570	$576,480
3	MS	Morgan Stanley	2,726	$569,842

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,565,433	19,758	+0.5%	Shares	Sole	2026-07-17
2026-03-31	$5,915,821	19,665	-0.3%	Shares	Sole	2026-04-13
2025-12-31	$7,044,463	19,723	-2.7%	Shares	Sole	2026-01-21
2025-09-30	$6,746,620	20,279	-0.4%	Shares	Sole	2025-10-24
2025-06-30	$7,632,139	20,354	-1.1%	Shares	Sole	2025-07-23
2025-03-31	$6,732,214	20,579	-1.8%	Shares	Sole	2025-04-08
2024-12-31	$6,841,690	20,954	+0.7%	Shares	Sole	2025-01-13
2024-09-30	$4,839,401	20,803	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$5,804,691	20,783	0.0%	Shares	Sole	2024-07-18
2024-03-31	$5,490,868	20,783	-0.7%	Shares	Sole	2024-04-17
2023-12-31	$4,764,769	20,933	+0.0%	Shares	Sole	2024-01-10
2023-09-30	$4,973,063	20,926	+0.0%	Shares	Sole	2023-11-03
2023-06-30	$4,549,722	20,925	-0.0%	Shares	Sole	2023-08-02
2023-03-31	$4,235,422	20,926	0.0%	Shares	Sole	2023-08-01
2022-12-31	$4,523,573	20,926	-0.7%	Shares	Sole	2023-08-03
2022-09-30	$4,601,844	21,063	-1.2%	Shares	Sole	2022-11-04
2022-06-30	$3,931,822	21,313	-0.9%	Shares	Sole	2022-07-21
2022-03-31	$3,929,994	21,513	0.0%	Shares	Sole	2022-04-13
2021-12-31	$3,444,016	21,513	-0.7%	Shares	Sole	2022-01-12
2021-09-30	$3,395,891	21,663	0.0%	Shares	Sole	2021-10-14
2021-06-30	$2,924,071	21,663	0.0%	Shares	Sole	2021-07-14
2021-03-31	$3,079,612	21,663	-2.3%	Shares	Sole	2021-04-23
2020-12-31	$2,309,827	22,163	0.0%	Shares	Sole	2021-01-25
2020-09-30	$1,699,237	22,163	+0.0%	Shares	Sole	2020-10-20
2020-06-30	$1,737,500	22,162	0.0%	Shares	Sole	2020-07-17
2020-03-31	$1,206,277	22,162	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.