Leelyn Smith, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1777817 GENEVA, IL

Position in LPLA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,060,243

-$72,081 QoQ

Shares Held

3,764

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#364

of 761 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Leelyn Smith, LLC holds $7,211,605 across 3 Capital Markets names. LPLA ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	53,425	$4,929,524
2	MS	Morgan Stanley	5,845	$1,221,838
3	LPLA	LPL Financial Holdings Inc. This page	3,764	$1,060,243

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,060,243	3,764	0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,132,324	3,764	+19.5%	Shares	Sole	2026-04-27
2025-12-31	$1,125,085	3,150	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.