Prossimo Advisors, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1965307
SAN LUIS OBISPO, CA
Position in LPLA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$391,079
-$73,242 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,079 | 1,300 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $464,321 | 1,300 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $1,238,224 | 3,785 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,235,840 | 3,785 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $519,928 | 2,235 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $624,235 | 2,235 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $590,487 | 2,235 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $508,730 | 2,235 | Shares | Sole | 2024-02-07 | |
| 2022-12-31 | $778,212 | 3,600 | Shares | Other | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||