Root Financial Partners, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1977181
ENCINITAS, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$643,357
-$42,234 QoQ
Shares Held
2,284
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#422
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, 2026Root Financial Partners, LLC holds $3,057,847 across 5 Capital Markets names. LPLA ranks #3 (21.0% of the industry book) .
All Filings in LPLA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,357 | 2,284 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $685,591 | 2,279 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $827,920 | 2,318 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $760,196 | 2,285 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $843,307 | 2,249 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $719,708 | 2,200 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $715,383 | 2,191 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $512,949 | 2,205 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $616,415 | 2,207 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $582,561 | 2,205 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $307,287 | 1,350 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $320,827 | 1,350 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $293,313 | 1,349 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $272,430 | 1,346 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||