Caldwell Trust Co

Bank

Position in LPLA — LPL Financial Holdings Inc.

CIK 2080218 Venice, FL

Position in LPLA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,092,319

-$264,082 QoQ

Shares Held

7,428

-5.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#295

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $9,270,626 across 5 Capital Markets names. LPLA ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	18,896	$3,950,019
2	LPLA	LPL Financial Holdings Inc. This page	7,428	$2,092,319
3	SCHW	Schwab Charles Corp	17,940	$1,655,323
4	GS	Goldman Sachs Group Inc	1,284	$1,298,599
5	HOOD	Robinhood Markets, Inc.	2,736	$274,366

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,092,319	7,428	-5.2%	Shares	Sole	2026-08-03
2026-03-31	$2,356,401	7,833	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$2,815,571	7,883	-0.6%	Shares	Sole	2026-01-30
2025-09-30	$2,637,566	7,928	-2.6%	Shares	Sole	2025-10-23
2025-06-30	$3,051,505	8,138	-0.6%	Shares	Sole	2025-09-22
2025-03-31	$2,678,295	8,187	-2.7%	Shares	Sole	2025-09-23
2024-12-31	$2,746,602	8,412	-1.5%	Shares	Sole	2025-09-24
2024-09-30	$1,985,962	8,537	-3.2%	Shares	Sole	2025-09-24
2024-06-30	$2,462,588	8,817	-3.7%	Shares	Sole	2025-09-24
2024-03-31	$2,418,751	9,155	-2.7%	Shares	Sole	2025-09-24
2023-12-31	$2,141,448	9,408	-2.4%	Shares	Sole	2025-10-01
2023-09-30	$2,291,183	9,641	-0.3%	Shares	Sole	2025-10-01
2023-06-30	$2,101,678	9,666	-2.1%	Shares	Sole	2025-10-01
2023-03-31	$1,997,688	9,870	-1.0%	Shares	Sole	2025-10-01
2022-12-31	$2,154,134	9,965	-1.7%	Shares	Sole	2025-10-01
2022-09-30	$2,214,731	10,137	-2.8%	Shares	Sole	2025-10-01
2022-06-30	$1,923,019	10,424	-1.0%	Shares	Sole	2025-10-02
2022-03-31	$1,924,351	10,534	-1.7%	Shares	Sole	2025-10-02
2021-12-31	$1,715,204	10,714	-0.5%	Shares	Sole	2025-10-02
2021-09-30	$1,687,834	10,767	-5.1%	Shares	Sole	2025-10-02
2021-06-30	$1,532,023	11,350	-3.0%	Shares	Sole	2025-10-02
2021-03-31	$1,664,267	11,707	-3.4%	Shares	Sole	2025-10-02
2020-12-31	$1,263,250	12,121	-3.9%	Shares	Sole	2025-10-02
2020-09-30	$966,962	12,612	-2.7%	Shares	Sole	2025-10-02
2020-06-30	$1,015,985	12,959	-3.4%	Shares	Sole	2025-10-02
2020-03-31	$730,232	13,416	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.