Legacy Financial Group LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1834011
DES MOINES, IA
Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$389,000
-$26,446 QoQ
Shares Held
1,381
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#483
of 761 holders
Holding Since
Sep 2023
10 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, 2026Legacy Financial Group LLC holds $389,000 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
|
1,381 | $389,000 |
All Filings in LPLA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,000 | 1,381 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $415,446 | 1,381 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $493,251 | 1,381 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $459,444 | 1,381 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $517,833 | 1,381 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $446,873 | 1,366 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $446,012 | 1,366 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $381,523 | 1,366 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $360,897 | 1,366 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $324,629 | 1,366 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||