Philip James Wealth Mangement, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2002630
MILTON, GA
Position in LPLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$293,228
-$140,568 QoQ
Shares Held
1,041
-27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#523
of 761 holders
Holding Since
Mar 2025
6 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, 2026Philip James Wealth Mangement, LLC holds $293,228 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
|
1,041 | $293,228 |
All Filings in LPLA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,228 | 1,041 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $433,796 | 1,442 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $516,467 | 1,446 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $454,121 | 1,365 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $287,976 | 768 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $252,224 | 771 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||