Key Capital Management, INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2107249
HENDERSONVILLE, TN 37075, TN
Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,971
-$134 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#724
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, 2026Key Capital Management, INC holds $36,798 across 5 Capital Markets names. LPLA ranks #4 (5.4% 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 | $1,971 | 7 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,105 | 7 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,500 | 7 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||