Heights Point Management, LP
Position in LPLA — LPL Financial Holdings Inc.
CIK 2050231
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,012,986
New position
Shares Held
24,897
first reported quarter
Ownership
0.032%
of shares outstanding
% of Portfolio
5.58%
of 13F equity value
Holder Rank
#186
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Heights Point Management, LP holds $7,012,986 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
24,897 | $7,012,986 |
All Filings in LPLA
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,012,986 | 24,897 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||