Wealthpoint Financial, LLC / LPLA
Wealthpoint Financial, LLC’s Lpl Finl Hldgs Inc Position
Does Wealthpoint Financial, LLC own Lpl Finl Hldgs Inc (LPLA)? Yes — 6.4K shares worth $2M (+1.60% of its 13F portfolio) as of Q2 2026, down from 7.2K shares the prior filed quarter.
Position Value
$2M
Q2 2026
Shares
6.4K
% of Portfolio
+1.60%
Quarters Held
3
currently held
Position History LPLA
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthpoint Financial, LLC’s full portfolio or all institutional holders of LPLA.