Position in LPLA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,915
+$1,704 QoQ
Shares Held
21
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#685
of 761 holders
Holding Since
Mar 2025
6 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, 2026Cromwell Holdings LLC holds $2,857,886 across 23 Capital Markets names. LPLA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,007 | $1,018,448 | |
| 2 | MS |
Morgan Stanley
|
4,034 | $843,266 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,381 | $496,503 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,860 | $286,800 | |
| 5 | NMR |
Nomura Holdings Inc
|
12,467 | $109,460 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
474 | $41,256 | |
| 7 | FUTU |
Futu Holdings Ltd
|
339 | $31,777 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
21 | $5,915 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,915 | 21 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,211 | 14 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,571 | 10 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,326 | 10 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,749 | 10 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,635 | 5 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||