MOODY LYNN LIEBERSON & WALKER, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 938592
BOSTON, MA
Position in LPLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$338,016
-$25,085 QoQ
Shares Held
1,200
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#501
of 761 holders
Holding Since
Sep 2021
20 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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $61,911,258 across 3 Capital Markets names. LPLA ranks #3 (0.5% of the industry book) .
All Filings in LPLA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,016 | 1,200 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $363,101 | 1,207 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $432,175 | 1,210 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $399,228 | 1,200 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $452,588 | 1,207 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $392,568 | 1,200 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $391,812 | 1,200 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $279,156 | 1,200 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $502,740 | 1,800 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $475,560 | 1,800 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $409,716 | 1,800 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $427,770 | 1,800 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $391,374 | 1,800 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $364,320 | 1,800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $389,106 | 1,800 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $393,264 | 1,800 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $332,064 | 1,800 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $328,824 | 1,800 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $288,162 | 1,800 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $313,520 | 2,000 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||