Systematic Alpha Investments, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1806755
PRINCETON, NJ
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$214,076
-$14,554 QoQ
Shares Held
760
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#567
of 762 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Systematic Alpha Investments, LLC holds $9,201,438 across 4 Capital Markets names. LPLA ranks #4 (2.3% of the industry book) .
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,076 | 760 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $228,630 | 760 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $271,449 | 760 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $252,844 | 760 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $284,977 | 760 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $248,626 | 760 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $248,147 | 760 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $212,268 | 760 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $200,792 | 760 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $172,991 | 760 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $180,614 | 760 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $165,246 | 760 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $153,824 | 760 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $119,137 | 760 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $102,584 | 760 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $107,899 | 759 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $79,102 | 759 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||