Disclosed positions

Estimated from their latest filings — positions may have changed since

$2.03M

combined est. value

Stock	Shares	Price	Value	Weight	As of
LPLALPL Financial Holdings Inc.	6,415	$317.03	$2.03M	100%	2026-06-17

LPLA

LPL Financial Holdings Inc.

$2.03M

6,415 sh

All filings on record

Every Form 4 transaction we track for this filer

all 7buys 0sells 4

Stock	Transaction	Date	~6mo later
LPLALPL Financial Holdings Inc.	Sell $94.2K · 308 sh	2026-06-17	—
LPLALPL Financial Holdings Inc.	Grant — · 1,302 sh	2026-02-25	—
LPLALPL Financial Holdings Inc.	Tax $227.7K · 715 sh	2026-02-25	—
LPLALPL Financial Holdings Inc.	Grant — · 942 sh	2026-02-25	—
LPLALPL Financial Holdings Inc.	Sell $28.2K · 80 sh	2025-12-01	—
LPLALPL Financial Holdings Inc.	Sell $28.9K · 80 sh	2025-09-02	—
LPLALPL Financial Holdings Inc.	Sell $30.7K · 80 sh	2025-06-02	—

LPLASell

2026-06-17 · LPL Financial Holdings Inc.

$94.2K

—

LPLAGrant

2026-02-25 · LPL Financial Holdings Inc.

1,302

—

LPLATax

2026-02-25 · LPL Financial Holdings Inc.

$227.7K

—

LPLAGrant

2026-02-25 · LPL Financial Holdings Inc.

942

—

LPLASell

2025-12-01 · LPL Financial Holdings Inc.

$28.2K

—

LPLASell

2025-09-02 · LPL Financial Holdings Inc.

$28.9K

—

LPLASell

2025-06-02 · LPL Financial Holdings Inc.

$30.7K

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.