TSFG, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1800513 LAKE FOREST, IL

Position in LPLA

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$260,518

-$48,791 QoQ

Shares Held

866

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

TSFG, LLC holds $1,779,221 across 10 Capital Markets names. LPLA ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	818	$692,019
2	NAKA	Nakamoto Inc.	45,000	$397,800
3	LPLA	LPL Financial Holdings Inc. This page	866	$260,518
4	MS	Morgan Stanley	1,069	$175,925
5	HOOD	Robinhood Markets, Inc.	1,573	$109,008
6	BMNR	Bitmine Immersion Technologies, Inc.	3,440	$68,043
7	IREN	IREN Ltd	1,750	$59,990
8	JEF	Jefferies Financial Group Inc.	205	$8,460

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$260,518	866	0.0%	Shares	Sole	2026-04-27
2025-12-31	$309,309	866	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$287,776	865	0.0%	Shares	Sole	2025-11-04
2025-06-30	$324,349	865	+0.1%	Shares	Sole	2025-08-05
2025-03-31	$282,648	864	0.0%	Shares	Sole	2025-04-24
2024-12-31	$282,104	864	+0.1%	Shares	Sole	2025-01-13
2024-09-30	$200,759	863	0.0%	Shares	Sole	2024-10-15
2024-06-30	$241,035	863	+0.1%	Shares	Sole	2024-07-16
2024-03-31	$227,740	862	0.0%	Shares	Sole	2024-04-16
2023-12-31	$196,208	862	+0.1%	Shares	Sole	2024-01-24
2023-09-30	$204,616	861	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$186,989	860	+0.1%	Shares	Sole	2023-07-10
2023-03-31	$173,861	859	+0.1%	Shares	Sole	2023-04-21
2022-12-31	$185,473	858	0.0%	Shares	Sole	2023-01-19
2022-09-30	$187,455	858	+0.1%	Shares	Sole	2022-10-20
2022-06-30	$158,099	857	+0.1%	Shares	Sole	2022-07-13
2022-03-31	$156,374	856	+0.1%	Shares	Sole	2022-04-25
2021-12-31	$136,876	855	+30.1%	Shares	Sole	2022-02-10
2021-09-30	$102,991	657	+0.2%	Shares	Sole	2021-10-12
2021-06-30	$88,546	656	+0.2%	Shares	Sole	2021-07-19
2021-03-31	$93,114	655	+48.5%	Shares	Sole	2021-04-14
2020-12-31	$45,961	441	+0.2%	Shares	Sole	2021-01-20
2020-09-30	$33,734	440	+0.5%	Shares	Sole	2020-10-06
2020-06-30	$34,339	438	+0.2%	Shares	Sole	2020-07-07
2020-03-31	$23,785	437	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.