Rosenberg Matthew Hamilton
Position in LPLA — LPL Financial Holdings Inc.
CIK 1812103
GRAND JUNCTION, CO
Position in LPLA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,816
-$192 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#716
of 761 holders
Holding Since
Sep 2022
16 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, 2026Rosenberg Matthew Hamilton holds $2,648,348 across 8 Capital Markets names. LPLA ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,108 | $1,120,597 | |
| 2 | MS |
Morgan Stanley
|
4,067 | $850,165 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,804 | $535,535 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,224 | $106,536 | |
| 5 | NMR |
Nomura Holdings Inc
|
2,777 | $24,382 | |
| 6 | WULF |
Terawulf Inc.
|
284 | $7,014 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
10 | $2,816 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13 | $1,303 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,816 | 10 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,008 | 10 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,571 | 10 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,326 | 10 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,749 | 10 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,271 | 10 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,265 | 10 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,791 | 12 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,351 | 12 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,170 | 12 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,731 | 12 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,851 | 12 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,609 | 12 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,428 | 12 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,594 | 12 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,621 | 12 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||