Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,098,120
-$890,475 QoQ
Shares Held
46,500
0.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#137
of 761 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WINMILL & CO. INC holds $41,577,608 across 2 Capital Markets names. LPLA ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
327,200 | $28,479,488 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
46,500 | $13,098,120 |
All Filings in LPLA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,098,120 | 46,500 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,988,595 | 46,500 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $17,451,326 | 48,860 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,255,233 | 48,860 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,321,034 | 48,860 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $15,984,060 | 48,860 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,953,278 | 48,860 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,366,301 | 48,860 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,887,538 | 24,660 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,515,172 | 24,660 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,613,109 | 24,660 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,860,449 | 24,660 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||