Abacus Wealth Partners, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1978011
SANTA MONICA, CA
Position in LPLA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$213,890
-$22,913 QoQ
Shares Held
711
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Abacus Wealth Partners, LLC holds $3,613,990 across 4 Capital Markets names.
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,890 | 711 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $236,803 | 663 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||