Signature Equity Partners, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2109813
COLUMBUS, OH
Position in LPLA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,126
-$1,280 QoQ
Shares Held
4
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#737
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, 2026Signature Equity Partners, LLC holds $1,848,948 across 15 Capital Markets names. LPLA ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
943 | $953,721 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,574 | $358,400 | |
| 3 | MS |
Morgan Stanley
|
1,033 | $215,938 | |
| 4 | SNEX |
StoneX Group Inc.
|
1,178 | $139,533 | |
| 5 | SCHW |
Schwab Charles Corp
|
782 | $72,155 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
1,094 | $65,169 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
337 | $29,332 | |
| 8 | PIPR |
Piper Sandler Companies
|
64 | $4,629 |
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 | 2026-07-30 | |
| 2026-03-31 | $2,406 | 8 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,501 | 49 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||