Private Wealth Management Group, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2011342 PRINCETON, NJ

Position in LPLA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$13,802

-$938 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#661

of 761 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $478,604 across 17 Capital Markets names. LPLA ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	279	$282,172
2	SCHW	Schwab Charles Corp	481	$44,381
3	MS	Morgan Stanley	158	$33,028
4	SNEX	StoneX Group Inc.	296	$23,344
5	HOOD	Robinhood Markets, Inc.	226	$22,663
6	LPLA	LPL Financial Holdings Inc. This page	49	$13,802
7	EVR	Evercore Inc.	32	$10,926
8	MC	Moelis & Co	147	$9,616

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,802	49	0.0%	Shares	Sole	2026-07-27
2026-03-31	$14,740	49	0.0%	Shares	Sole	2026-04-23
2025-12-31	$17,501	49	0.0%	Shares	Sole	2026-01-23
2025-09-30	$16,301	49	0.0%	Shares	Sole	2025-10-17
2025-06-30	$18,373	49	0.0%	Shares	Sole	2025-07-29
2025-03-31	$16,029	49	0.0%	Shares	Sole	2025-05-02
2024-12-31	$15,998	49	0.0%	Shares	Sole	2025-01-27
2024-09-30	$11,398	49	-9.3%	Shares	Sole	2024-10-29
2024-06-30	$15,082	54	+134.8%	Shares	Sole	2024-08-13
2024-03-31	$6,076	23	0.0%	Shares	Sole	2024-04-30
2023-12-31	$5,235	23	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.