Foresight Global Investors, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1973323
PURCHASE, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$404,492
-$34,418 QoQ
Shares Held
1,436
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#476
of 761 holders
Holding Since
Mar 2023
10 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, 2026Foresight Global Investors, Inc. holds $404,492 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
|
1,436 | $404,492 |
All Filings in LPLA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,492 | 1,436 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $438,910 | 1,459 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $485,394 | 1,459 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $1,546,756 | 6,649 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,549,835 | 5,549 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,466,045 | 5,549 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,263,063 | 5,549 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,715,833 | 7,220 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $643,592 | 2,960 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $599,104 | 2,960 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||