Marks Group Wealth Management, Inc
Position in LPLA — LPL Financial Holdings Inc.
CIK 1802473
MINNETONKA, MN
Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$346,747
+$21,249 QoQ
Shares Held
1,231
+13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#496
of 761 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 6%
Shared 94%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $3,197,354 across 5 Capital Markets names. LPLA ranks #4 (10.8% of the industry book) .
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,747 | 1,231 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $325,498 | 1,082 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $283,234 | 793 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $245,192 | 737 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $244,105 | 651 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||