BEACON INVESTMENT ADVISORS LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1961635
Gaithersburg, MD
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,600,188
-$194,823 QoQ
Shares Held
9,231
-0.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#273
of 761 holders
Holding Since
Mar 2023
14 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, 2026BEACON INVESTMENT ADVISORS LLC holds $2,600,188 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
|
9,231 | $2,600,188 |
All Filings in LPLA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,600,188 | 9,231 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,795,011 | 9,291 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,352,754 | 9,387 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,113,978 | 9,360 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,503,344 | 9,343 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,053,197 | 9,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,047,644 | 9,334 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,170,670 | 9,331 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,579,056 | 9,234 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,438,830 | 9,231 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,075,666 | 9,119 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,166,179 | 9,115 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,614,338 | 16,623 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $977,389 | 4,829 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||