Buttonwood Financial Advisors Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1904033
BALTIMORE, MD
Position in LPLA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,037,990
+$251,320 QoQ
Shares Held
3,685
+40.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#368
of 761 holders
Holding Since
Mar 2026
2 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, 2026Buttonwood Financial Advisors Inc. holds $4,920,988 across 2 Capital Markets names. LPLA ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
42,083 | $3,882,998 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,685 | $1,037,990 |
All Filings in LPLA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,990 | 3,685 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $786,670 | 2,615 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||