FLYNN ZITO CAPITAL MANAGEMENT, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1857144
GARDEN CITY, NY
Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,441,038
-$164,450 QoQ
Shares Held
8,666
+0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#280
of 761 holders
Holding Since
Dec 2021
18 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, 2026FLYNN ZITO CAPITAL MANAGEMENT, LLC holds $3,510,291 across 4 Capital Markets names. LPLA ranks #1 (69.5% of the industry book) .
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,441,038 | 8,666 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,605,488 | 8,661 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,091,306 | 8,655 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,879,431 | 8,655 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,237,490 | 8,634 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,824,526 | 8,634 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,819,087 | 8,634 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,008,527 | 8,634 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,411,476 | 8,634 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,281,102 | 8,634 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,965,271 | 8,634 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,051,870 | 8,634 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,877,290 | 8,634 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,747,521 | 8,634 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,866,411 | 8,634 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,947,093 | 8,912 | Shares | Sole | 2022-10-19 | |
| 2022-03-31 | $1,628,044 | 8,912 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,426,722 | 8,912 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||