SPIREPOINT PRIVATE CLIENT, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2022908
VERO BEACH, FL
Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$241,963
-$27,580 QoQ
Shares Held
859
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#552
of 764 holders
Holding Since
Sep 2025
4 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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $13,668,892 across 8 Capital Markets names. LPLA ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,784 | $8,883,874 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
68,883 | $2,559,692 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
6,732 | $585,953 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,237 | $424,886 | |
| 5 | MS |
Morgan Stanley
|
1,859 | $388,605 | |
| 6 | PIPR |
Piper Sandler Companies
|
4,221 | $305,347 | |
| 7 | TIGR |
UP Fintech Holding Ltd
|
63,312 | $278,572 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
859 | $241,963 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,963 | 859 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $269,543 | 896 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $379,671 | 1,063 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $283,119 | 851 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||