Spahn Wealth & Retirement LLC
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1949033
SCOTTSDALE, AZ
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$390,408
-$26,542 QoQ
Shares Held
1,386
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#482
of 761 holders
Holding Since
Dec 2024
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, 2026Spahn Wealth & Retirement LLC holds $4,867,919 across 2 Capital Markets names. LPLA ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
51,442 | $4,477,511 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,386 | $390,408 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,408 | 1,386 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $416,950 | 1,386 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $495,037 | 1,386 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $461,108 | 1,386 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $519,708 | 1,386 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $453,416 | 1,386 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $457,114 | 1,400 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||