Magnolia Private Wealth, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2055130
PHILADELPHIA, PA
Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$474,630
-$19,934 QoQ
Shares Held
1,685
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#460
of 761 holders
Holding Since
Dec 2024
7 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, 2026Magnolia Private Wealth, LLC holds $744,665 across 2 Capital Markets names. LPLA ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,685 | $474,630 | |
| 2 | GS |
Goldman Sachs Group Inc
|
267 | $270,035 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,630 | 1,685 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $494,564 | 1,644 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $588,258 | 1,647 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $551,267 | 1,657 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $623,200 | 1,662 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $532,911 | 1,629 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $506,417 | 1,551 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||