Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$469,278
-$31,904 QoQ
Shares Held
1,666
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#463
of 761 holders
Holding Since
Sep 2025
4 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, 2026Compton Financial Group, LLC holds $469,278 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
|
1,666 | $469,278 |
All Filings in LPLA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,278 | 1,666 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $501,182 | 1,666 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $595,045 | 1,666 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $575,886 | 1,731 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||