Philadelphia Investment Partners, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2131511
Voorhees, NJ
Position in LPLA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,512
New position
Shares Held
15
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,512 | 15 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||