Napier Financial, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2086579 BRAINTREE, MA

Position in LPLA

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$23,379

-$1,589 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#643

of 761 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Napier Financial, LLC holds $96,933 across 4 Capital Markets names. LPLA ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	338	$70,655
2	LPLA	LPL Financial Holdings Inc. This page	83	$23,379
3	HOOD	Robinhood Markets, Inc.	28	$2,807
4	SCHW	Schwab Charles Corp	1	$92

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,379	83	0.0%	Shares	Sole	2026-07-31
2026-03-31	$24,968	83	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.