Position in LPLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,760
-$1,812 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#681
of 761 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $10,930,468 across 16 Capital Markets names. LPLA ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,652 | $5,716,263 | |
| 2 | MS |
Morgan Stanley
|
23,965 | $5,009,643 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,186 | $109,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
533 | $53,449 | |
| 5 | SF |
Stifel Financial Corp
|
250 | $17,442 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
120 | $7,515 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
24 | $6,760 | |
| 8 | PJT |
PJT Partners Inc.
|
32 | $4,830 |
All Filings in LPLA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,760 | 24 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $8,572 | 24 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,984 | 24 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,999 | 24 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,851 | 24 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,836 | 24 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,583 | 24 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,703 | 24 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,340 | 24 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,462 | 24 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $5,703 | 24 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $5,218 | 24 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,857 | 24 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,188 | 24 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $4,427 | 24 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,384 | 24 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,842 | 24 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,762 | 24 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,239 | 24 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,411 | 24 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,501 | 24 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||