Center for Financial Planning, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1803557
SOUTHFIED, MI
Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,450
-$574 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#675
of 761 holders
Holding Since
Mar 2020
15 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, 2026Center for Financial Planning, Inc. holds $135,897 across 4 Capital Markets names. LPLA ranks #3 (6.2% of the industry book) .
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,450 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,024 | 30 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,715 | 30 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,980 | 30 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,249 | 30 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,814 | 30 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,795 | 30 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,978 | 30 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,379 | 30 | Shares | Sole | 2024-07-18 | |
| 2022-09-30 | $4,806 | 22 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $11,088 | 78 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,129 | 78 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,980 | 78 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,115 | 78 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $11,920 | 219 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||