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Q1 2026
LPL FINL HLDGS INC
Original CUSIPs: 50212V100. This page shows current managers, quarterly changes, and primary SEC sources.
Current managers
0
Combined value
$0.0
Current managers
0
Calculated from each manager’s latest available 13F.
Total shares
0
Aggregated at company level with original CUSIP details preserved.
Combined value
$0.0
Market values are added across managers reporting the same quarter.
Themes
Financials
Local mappings are used only for search and classification.
Four-quarter trend
Four-quarter ownership trend
Manager actions by quarter
Current tracked managers holding this company
| Manager | Quarter | Market value | Shares | Portfolio weight | Current-quarter change | Share change | Value change | SEC source |
|---|
Original CUSIP details
| Manager | Issuer | CUSIP | Security class | Market value | Shares | Weight | Source |
|---|
Quarterly holdings details
| Quarter | Current managers | Combined value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 1 | $72,239,845 | 192,655 | Bridgewater Associates New position |
| Q3 2025 | 1 | $69,447,041 | 208,744 | Bridgewater Associates Increased |
| Q4 2025 | 1 | $42,251,068 | 118,294 | Bridgewater Associates Reduced |
| Q1 2026 | 0 | $0 | 0 |
Data source
Holdings facts come from SEC 13F information tables. Tickers, company aliases, and themes are used only for search and normalized display, not as a holdings source.