Connecticut Capital Management Group, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2097898
MILFORD, CT
Position in LPLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$201,682
-$12,508 QoQ
Shares Held
716
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#581
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, 2026Connecticut Capital Management Group, LLC holds $784,882 across 3 Capital Markets names. LPLA ranks #3 (25.7% 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 | $201,682 | 716 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $214,190 | 712 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $254,305 | 712 | Shares | Other | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||