Heritage Family Offices, LLP
Family OfficePosition in LPLA — LPL Financial Holdings Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in LPLA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$310,155
-$372,396 QoQ
Shares Held
1,031
-46.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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, 2026Heritage Family Offices, LLP holds $1,999,553 across 3 Capital Markets names.
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,155 | 1,031 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $682,551 | 1,911 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $704,637 | 2,118 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $850,806 | 2,269 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $742,280 | 2,269 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $571,065 | 1,749 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $401,752 | 1,727 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $478,161 | 1,712 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||