Berger Financial Group, Inc

Position in LPLA — LPL Financial Holdings Inc.

CIK 1826136 Plymouth, MN

Position in LPLA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$224,498

-$823 QoQ

Shares Held

797

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#561

of 761 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $3,007,879 across 4 Capital Markets names. LPLA ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,270	$1,284,439
2	MS	Morgan Stanley	5,970	$1,247,968
3	SCHW	Schwab Charles Corp	2,720	$250,974
4	LPLA	LPL Financial Holdings Inc. This page	797	$224,498

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,498	797	+6.4%	Shares	Sole	2026-08-04
2026-03-31	$225,321	749	+6.1%	Shares	Sole	2026-04-28
2025-12-31	$252,162	706	0.0%	Shares	Sole	2026-01-27
2025-09-30	$234,879	706	-1.7%	Shares	Sole	2025-10-14
2025-06-30	$269,228	718	-8.5%	Shares	Sole	2025-07-22
2025-03-31	$256,804	785	-3.1%	Shares	Sole	2025-05-12
2024-12-31	$264,473	810	-7.3%	Shares	Sole	2025-02-14
2024-09-30	$203,318	874	+6.2%	Shares	Sole	2024-11-12
2024-06-30	$229,863	823	+1.6%	Shares	Sole	2024-08-14
2024-03-31	$214,002	810	-9.7%	Shares	Sole	2024-04-16
2023-12-31	$204,175	897	-0.9%	Shares	Sole	2024-02-07
2023-09-30	$215,073	905	-2.1%	Shares	Sole	2023-11-03
2023-06-30	$200,905	924	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.