Third View Private Wealth, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2083406
WESTPORT, CT
Position in LPLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,051,229
-$344,622 QoQ
Shares Held
3,732
-19.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#367
of 761 holders
Holding Since
Dec 2025
3 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, 2026Third View Private Wealth, LLC holds $2,519,084 across 3 Capital Markets names. LPLA ranks #1 (41.7% of the industry book) .
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,229 | 3,732 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,395,851 | 4,640 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,081,510 | 3,028 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||