Mattson Financial Services, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2034595 KENTWOOD, MI

Position in LPLA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$527,868

+$32,702 QoQ

Shares Held

1,874

+13.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#446

of 761 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mattson Financial Services, LLC holds $14,058,922 across 5 Capital Markets names. LPLA ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,094	$6,163,288
2	MS	Morgan Stanley	27,861	$5,824,063
3	JEF	Jefferies Financial Group Inc.	24,758	$1,237,404
4	LPLA	LPL Financial Holdings Inc. This page	1,874	$527,868
5	NMR	Nomura Holdings Inc	34,886	$306,299

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,868	1,874	+13.9%	Shares	Sole	2026-08-04
2026-03-31	$495,166	1,646	+63.1%	Shares	Sole	2026-05-11
2025-12-31	$360,384	1,009	+53.3%	Shares	Sole	2026-02-12
2025-09-30	$218,910	658	+10.8%	Shares	Sole	2025-10-17
2025-03-31	$194,319	594	+15.1%	Shares	Sole	2025-05-22
2024-12-31	$168,478	516	-67.5%	Shares	Sole	2025-03-10
2024-09-30	$369,880	1,590	-1.4%	Shares	Sole	2024-10-08
2024-06-30	$450,230	1,612	—	Shares	Sole	2024-09-30
No filing history on record for this holder in this stock.