Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,261,643
-$73,740 QoQ
Shares Held
4,479
+0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#353
of 761 holders
Holding Since
Sep 2021
20 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, 2026TOWNSQUARE CAPITAL LLC holds $6,461,924 across 5 Capital Markets names. LPLA ranks #3 (19.5% of the industry book) .
All Filings in LPLA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,643 | 4,479 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,335,383 | 4,439 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,637,980 | 4,586 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,622,195 | 4,876 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,223,571 | 5,930 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,796,567 | 17,719 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,071,328 | 15,532 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,457,499 | 10,564 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,579,610 | 9,236 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,457,587 | 5,517 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $943,936 | 4,147 | Shares | Other | 2024-02-15 | |
| 2023-09-30 | $815,849 | 3,433 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $612,280 | 2,816 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $500,331 | 2,472 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $450,713 | 2,085 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,267,183 | 5,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $893,436 | 4,843 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $791,551 | 4,333 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $591,372 | 3,694 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $336,563 | 2,147 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||