Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,126
-$77 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#735
of 761 holders
Holding Since
Dec 2025
3 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, 2026Basepoint Wealth LLC holds $599,463 across 9 Capital Markets names. LPLA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
546 | $552,208 | |
| 2 | MS |
Morgan Stanley
|
64 | $13,378 | |
| 3 | SF |
Stifel Financial Corp
|
104 | $7,256 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
81 | $7,050 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
52 | $6,974 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
89 | $5,301 | |
| 7 | PIPR |
Piper Sandler Companies
|
70 | $5,063 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
4 | $1,126 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126 | 4 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,203 | 4 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,428 | 4 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||