Thrive Wealth Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1847610 AUDUBON, PA

Position in LPLA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$307,031

-$21,174 QoQ

Shares Held

1,090

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#518

of 761 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $2,477,302 across 5 Capital Markets names. LPLA ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	675	$682,674
2	IBKR	Interactive Brokers Group, Inc.	7,711	$671,165
3	MS	Morgan Stanley	2,483	$519,046
4	LPLA	LPL Financial Holdings Inc. This page	1,090	$307,031
5	SCHW	Schwab Charles Corp	3,223	$297,386

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,031	1,090	-0.1%	Shares	Sole	2026-07-07
2026-03-31	$328,205	1,091	-30.5%	Shares	Sole	2026-04-09
2025-12-31	$560,756	1,570	+8.1%	Shares	Sole	2026-01-12
2025-09-30	$483,065	1,452	-0.5%	Shares	Sole	2025-10-07
2025-06-30	$547,456	1,460	+4.0%	Shares	Sole	2025-07-09
2025-03-31	$459,304	1,404	+13.6%	Shares	Sole	2025-04-10
2024-12-31	$403,566	1,236	-2.4%	Shares	Sole	2025-01-16
2024-09-30	$294,509	1,266	-2.7%	Shares	Sole	2024-10-04
2024-06-30	$363,369	1,301	+12.2%	Shares	Sole	2024-07-12
2024-03-31	$306,472	1,160	+19.7%	Shares	Sole	2024-04-16
2023-12-31	$220,563	969	-11.6%	Shares	Sole	2024-01-10
2023-09-30	$260,464	1,096	+2.9%	Shares	Sole	2023-10-13
2023-06-30	$231,562	1,065	-3.0%	Shares	Sole	2023-07-12
2023-03-31	$222,235	1,098	+10.1%	Shares	Sole	2023-04-07
2022-12-31	$215,521	997	-25.7%	Shares	Sole	2023-01-25
2022-09-30	$292,981	1,341	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.