SEC 13F Intelligence

Karl Kapital LLC / LPLA

Karl Kapital LLC’s Lpl Finl Hldgs Inc Position

Does Karl Kapital LLC own Lpl Finl Hldgs Inc (LPLA)? Yes18.0K shares worth $5M (+3.75% of its 13F portfolio) as of Q1 2026.

Position Value
$5M
Q1 2026
Shares
18.0K
% of Portfolio
+3.75%
Quarters Held
1
currently held

Position History LPLA

Reported value by quarter
Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.0K$5M+3.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Karl Kapital LLC’s full portfolio or all institutional holders of LPLA.