LPL Financial Holdings Inc.
IT ˙ BIT ˙ US50212V1008
251,40 € 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityIT:1LPLA / LPL Financial Holdings Inc.
InstitutionCreative Planning
Latest Disclosed Ownership11,210 shares
Latest Disclosed Value $ 3,372,168
Creative Planning reports 17.98% increase in ownership of 1LPLA / LPL Financial Holdings Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 11,210 shares of LPL Financial Holdings Inc. (IT:1LPLA) valued at $2,847,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,502 shares of LPL Financial Holdings Inc.. This represents a change in shares of 17.98% during the quarter. The current value of the position is $2,818,194 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F LPL FINL HLDGS COM 50212V100 11,210 1,708 17.98 3,372 -0.62 0.0022
2026-02-17 2025-12-31 13F LPL FINL HLDGS COM 50212V100 9,502 1,755 22.65 3,394 31.66 0.0024
2025-11-14 2025-09-30 13F LPL FINL HLDGS COM 50212V100 7,747 622 8.73 2,577 -3.52 0.0020
2025-08-08 2025-06-30 13F LPL FINL HLDGS COM 50212V100 7,125 1,487 26.37 2,672 44.85 0.0023
2025-05-15 2025-03-31 13F LPL FINL HLDGS COM 50212V100 5,638 1,401 33.07 1,844 33.33 0.0017
2025-02-14 2024-12-31 13F LPL FINL HLDGS COM 50212V100 4,237 480 12.78 1,383 58.42 0.0013
2024-10-11 2024-09-30 13F LPL FINL HLDGS COM 50212V100 3,757 -817 -17.86 874 -31.64 0.0009
2024-08-15 2024-06-30 13F LPL FINL HLDGS COM 50212V100 4,574 586 14.69 1,278 21.27 0.0014
2024-05-13 2024-03-31 13F LPL FINL HLDGS COM 50212V100 3,988 1,123 39.20 1,054 61.50 0.0012
2024-02-14 2023-12-31 13F LPL FINL HLDGS COM 50212V100 2,865 -335 -10.47 652 -14.21 0.0012
2023-11-16 2023-09-30 13F LPL FINL HLDGS COM 50212V100 3,200 698 27.90 760 39.71 0.0010
2023-07-21 2023-06-30 13F LPL FINL HLDGS COM 50212V100 2,502 89 3.69 544 11.48 0.0007
2023-05-15 2023-03-31 13F LPL FINL HLDGS COM 50212V100 2,413 -596 -19.81 488 -24.92 0.0007
2023-02-10 2022-12-31 13F LPL FINL HLDGS COM 50212V100 3,009 466 18.32 650 16.91 0.0010
2022-11-03 2022-09-30 13F LPL FINL HLDGS COM 50212V100 2,543 964 61.05 556 91.07 0.0010
2022-08-15 2022-06-30 13F LPL FINL HLDGS COM 50212V100 1,579 1,579 291 0.0005
2021-11-10 2021-09-30 13F LPL FINL HLDGS COM 50212V100 0 -1,017 -100.00 0 -100.00
2021-08-04 2021-06-30 13F LPL FINL HLDGS COM 50212V100 1,017 1,017 137 0.0002
2017-10-17 2017-09-30 13F LPL FINL HLDGS COM 50212V100 0 -7 -100.00 0 -100.00 0.0000
2017-07-12 2017-06-30 13F LPL FINL HLDGS COM 50212V100 7 -365 -98.12 0 -100.00
2017-04-07 2017-03-31 13F LPL FINL HLDGS COM 50212V100 372 -255 -40.67 15 -31.82 0.0001
2017-01-09 2016-12-31 13F LPL FINL HLDGS COM 50212V100 627 627 68.55 22 46.67 0.0001
2016-10-12 2016-09-30 13F LPL FINL HLDGS COM 50212V100 0 -471 -100.00 0 -100.00
2016-07-12 2016-06-30 13F LPL FINL HLDGS COM 50212V100 471 300 175.44 11 175.00 0.0001
2016-04-08 2016-03-31 13F LPL FINL HLDGS COM 50212V100 171 93 119.23 4 33.33 0.0000
2016-01-11 2015-12-31 13F LPL FINL HLDGS COM 50212V100 78 28 56.00 3 50.00 0.0000
2015-10-09 2015-09-30 13F LPL FINL HLDGS COM 50212V100 50 50 2 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.