Position in LPLA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,098,581
-$512,376 QoQ
Shares Held
28,751
+0.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
15.58%
of 13F equity value
Holder Rank
#172
of 761 holders
Holding Since
Dec 2020
22 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, 2026KWB Wealth holds $8,098,581 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
28,751 | $8,098,581 |
All Filings in LPLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,098,581 | 28,751 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,610,957 | 28,624 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,223,634 | 28,624 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,463,367 | 28,445 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $10,664,521 | 28,441 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,303,207 | 28,438 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $9,238,273 | 28,294 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,621,347 | 28,463 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $7,948,598 | 28,459 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,518,867 | 28,459 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,476,699 | 28,454 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,651,348 | 27,988 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,085,430 | 27,988 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,662,140 | 27,975 | Shares | Sole | 2023-04-07 | |
| 2022-09-30 | $6,218,159 | 28,461 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,201,967 | 28,198 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,248,944 | 28,733 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,599,865 | 28,733 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,553,407 | 29,047 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,696,967 | 27,389 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,893,620 | 27,389 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,833,950 | 27,192 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||