Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$152,670
-$10,379 QoQ
Shares Held
542
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#588
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, 2026Walsh & Associates, LLC holds $153,273 across 2 Capital Markets names. LPLA ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
542 | $152,670 | |
| 2 | PJT |
PJT Partners Inc.
|
4 | $603 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,670 | 542 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $163,049 | 542 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $193,586 | 542 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||