Position in LPLA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$19,456,482
-$2,062,188 QoQ
Shares Held
69,073
-3.4% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
44.71%
of 13F equity value
Holder Rank
#118
of 761 holders
Holding Since
Dec 2023
11 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, 2026FAMILY WEALTH PARTNERS, LLC holds $19,700,784 across 2 Capital Markets names. LPLA ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
69,073 | $19,456,482 | |
| 2 | JEF |
Jefferies Financial Group Inc.
|
4,888 | $244,302 |
All Filings in LPLA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,456,482 | 69,073 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $21,518,670 | 71,531 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $36,433,125 | 102,005 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $35,146,702 | 105,644 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,959,892 | 111,902 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $36,621,687 | 111,945 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $35,217,695 | 107,861 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $34,405,046 | 147,896 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $41,137,538 | 147,288 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $38,821,548 | 146,940 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $16,050,396 | 70,514 | Shares | Sole | 2024-03-20 | |
| No filing history on record for this holder in this stock. | ||||||