BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in LPLA — LPL Financial Holdings Inc.
CIK 911274
CANTON, OH
Position in LPLA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$203,361
New position
Shares Held
676
first reported quarter
Ownership
0.001%
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
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,981,222 across 3 Capital Markets names.
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,361 | 676 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||