Presidio Capital Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1931750
SAN DIEGO, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,261,363
-$84,249 QoQ
Shares Held
4,478
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#354
of 761 holders
Holding Since
Mar 2022
7 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, 2026Presidio Capital Management, LLC holds $1,261,363 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
4,478 | $1,261,363 |
All Filings in LPLA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,363 | 4,478 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,345,612 | 4,473 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,602,264 | 4,486 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $760,529 | 2,286 | Shares | Sole | 2025-11-07 | |
| 2022-09-30 | $261,739 | 1,198 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $203,112 | 1,101 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $202,226 | 1,107 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||