DGS Capital Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1900110 JERSEY CITY, NJ

Position in LPLA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$425,373

-$163,243 QoQ

Shares Held

1,414

-14.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Financial Services · as of Mar 31, 2026

DGS Capital Management, LLC holds $6,306,610 across 7 Capital Markets names. LPLA ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	9,031	$2,695,843
2	GS	Goldman Sachs Group Inc	1,397	$1,181,848
3	MS	Morgan Stanley	5,838	$960,759
4	LPLA	LPL Financial Holdings Inc. This page	1,414	$425,373
5	PIPR	Piper Sandler Companies	4,670	$357,488
6	MC	Moelis & Co	6,263	$356,991
7	OPY	Oppenheimer Holdings Inc	3,681	$328,308

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$425,373	1,414	-14.2%	Shares	Sole	2026-04-28
2025-12-31	$588,616	1,648	+4.2%	Shares	Sole	2026-02-24
2025-09-30	$525,982	1,581	+2.8%	Shares	Sole	2026-02-24
2025-06-30	$576,703	1,538	+14.4%	Shares	Sole	2026-02-24
2025-03-31	$439,676	1,344	+8.3%	Shares	Sole	2026-02-24
2024-12-31	$405,198	1,241	-3.8%	Shares	Sole	2025-01-21
2024-09-30	$300,092	1,290	-14.5%	Shares	Sole	2024-12-10
2024-06-30	$421,184	1,508	-7.2%	Shares	Sole	2024-12-10
2024-03-31	$429,325	1,625	+2.8%	Shares	Sole	2024-04-15
2023-12-31	$359,867	1,581	-3.3%	Shares	Sole	2024-01-30
2023-09-30	$388,557	1,635	+11.9%	Shares	Sole	2024-01-30
2023-06-30	$317,665	1,461	+11.1%	Shares	Sole	2024-01-30
2023-03-31	$266,156	1,315	+14.7%	Shares	Sole	2023-06-16
2022-12-31	$247,730	1,146	-0.5%	Shares	Sole	2023-02-21
2022-09-30	$251,688	1,152	+3.7%	Shares	Sole	2023-02-21
2022-06-30	$204,957	1,111	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.