HARBOUR INVESTMENTS, INC.

Position in LPLA — LPL Financial Holdings Inc.

CIK 810121 MADISON, WI

Position in LPLA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$27,041

-$3,042 QoQ

Shares Held

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#638

of 761 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HARBOUR INVESTMENTS, INC. holds $15,012,066 across 42 Capital Markets names. LPLA ranks #18 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,807	$7,895,765
2	HOOD	Robinhood Markets, Inc.	23,224	$2,328,902
3	MS	Morgan Stanley	7,199	$1,504,878
4	SCHW	Schwab Charles Corp	10,488	$967,727
5	SNEX	StoneX Group Inc.	5,980	$472,459
6	TW	Tradeweb Markets Inc.	3,288	$327,682
7	MARA	MARA Holdings, Inc.	14,298	$198,599
8	PIPR	Piper Sandler Companies	2,432	$175,930

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,041	96	-4.0%	Shares	Sole	2026-08-12
2026-03-31	$30,083	100	+78.6%	Shares	Sole	2026-05-15
2025-12-31	$20,001	56	+43.6%	Shares	Sole	2026-02-09
2025-09-30	$12,974	39	-98.4%	Shares	Sole	2025-11-12
2025-06-30	$898,803	2,397	+26533.3%	Shares	Sole	2025-07-28
2025-03-31	$2,944	9	+28.6%	Shares	Sole	2025-05-08
2024-12-31	$2,285	7	-46.2%	Shares	Sole	2025-02-10
2024-09-30	$3,024	13	-27.8%	Shares	Sole	2024-11-04
2024-06-30	$5,027	18	-21.7%	Shares	Sole	2024-07-26
2024-03-31	$6,076	23	+91.7%	Shares	Sole	2024-07-22
2023-12-31	$2,731	12	+71.4%	Shares	Sole	2024-02-16
2023-09-30	$1,663	7	+600.0%	Shares	Sole	2023-11-15
2023-06-30	$217	1	-97.4%	Shares	Sole	2023-08-15
2021-09-30	$6,113	39	+5.4%	Shares	Sole	2021-11-15
2021-06-30	$4,994	37	-35.1%	Shares	Sole	2021-08-16
2021-03-31	$8,103	57	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.