MTM Investment Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1831416
SPARTANBURG, SC
Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,943
-$268 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#699
of 761 holders
Holding Since
Jun 2025
5 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, 2026MTM Investment Management, LLC holds $366,156 across 8 Capital Markets names. LPLA ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
163 | $164,853 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,545 | $142,557 | |
| 3 | MS |
Morgan Stanley
|
200 | $41,808 | |
| 4 | HUT |
Hut 8 Corp.
|
59 | $6,811 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
14 | $3,943 | |
| 6 | WULF |
Terawulf Inc.
|
125 | $3,087 | |
| 7 | MARA |
MARA Holdings, Inc.
|
125 | $1,736 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
12 | $1,361 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,943 | 14 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,211 | 14 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,000 | 14 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,657 | 14 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,249 | 14 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||