MARSHALL INVESTMENT MANAGEMENT, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2022427
LITTLETON, CO
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,408
-$96 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#730
of 761 holders
Holding Since
Mar 2025
3 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $273,097 across 5 Capital Markets names. LPLA ranks #4 (0.5% of the industry book) .
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408 | 5 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,504 | 5 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $4,907 | 15 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||