Knollwood Investment Advisory, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1999346
HUNT VALLEY, MD
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,485,862
-$101,016 QoQ
Shares Held
5,275
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#334
of 761 holders
Holding Since
Jun 2024
9 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, 2026Knollwood Investment Advisory, LLC holds $11,912,425 across 5 Capital Markets names. LPLA ranks #3 (12.5% of the industry book) .
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,862 | 5,275 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,586,878 | 5,275 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,884,071 | 5,275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,754,939 | 5,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,977,966 | 5,275 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,725,663 | 5,275 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,722,340 | 5,275 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,227,123 | 5,275 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,473,307 | 5,275 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||