Impact Capital Partners LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2054916
GREENWOOD VILLAGE, CO
Position in LPLA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$391,816
-$233,007 QoQ
Shares Held
1,391
-33.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#481
of 761 holders
Holding Since
Dec 2024
7 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, 2026Impact Capital Partners LLC holds $3,762,636 across 7 Capital Markets names. LPLA ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
839 | $848,539 | |
| 2 | MC |
Moelis & Co
|
9,877 | $646,153 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,244 | $630,517 | |
| 4 | MS |
Morgan Stanley
|
2,695 | $563,362 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,391 | $391,816 | |
| 6 | SCHW |
Schwab Charles Corp
|
4,036 | $372,401 | |
| 7 | SF |
Stifel Financial Corp
|
4,441 | $309,848 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,816 | 1,391 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $624,823 | 2,077 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $988,289 | 2,767 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $893,938 | 2,687 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $1,068,664 | 2,850 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $962,445 | 2,942 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $941,328 | 2,883 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||