FOSTER DYKEMA CABOT & PARTNERS, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2011882
WALTHAM, MA
Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,380
-$229 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#707
of 761 holders
Holding Since
Sep 2024
8 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, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $39,637,438 across 4 Capital Markets names. LPLA ranks #4 (0.0% of the industry book) .
All Filings in LPLA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,380 | 12 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,609 | 12 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,286 | 12 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,992 | 12 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,499 | 12 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,925 | 12 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,918 | 12 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,791 | 12 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||