Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,203,828
+$2,623,828 QoQ
Shares Held
11,374
+489.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#258
of 761 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Oak Thistle LLC holds $8,631,075 across 6 Capital Markets names. LPLA ranks #1 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
11,374 | $3,203,828 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
41,727 | $2,613,362 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
23,413 | $1,394,712 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,026 | $604,287 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
5,240 | $456,089 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,675 | $358,797 |
All Filings in LPLA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,203,828 | 11,374 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $580,000 | 1,928 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,982,369 | 8,350 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,096,013 | 9,306 | Shares | Sole | 2025-10-07 | |
| 2024-12-31 | $650,081 | 1,991 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $208,669 | 897 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $388,506 | 1,391 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $506,471 | 1,917 | Shares | Sole | 2024-04-18 | |
| 2021-12-31 | $637,158 | 3,980 | Shares | Other | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||