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Tobam

SEC CIK
0001527488
Latest filing
Jul 31, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Tobam, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings

Shares (Q2 2026)
5,013
Value
$1.41M
% of portfolio
0.3%
Quarters held
18
Since Q1 2022
Holdings of LPLA by Tobam, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,013$1.41M0.3%−1,030−17.0%ReducedHolders
Q1 20266,043$1.82M0.5%−9,462−61.0%ReducedHolders
Q4 202515,505$5.54M1.4%+1,857+13.6%AddedHolders
Q3 202513,648$4.54M1.6%+1,895+16.1%AddedHolders
Q2 202511,753$4.41M1.7%−4,578−28.0%ReducedHolders
Q1 202516,331$5.34M2.3%−3,802−18.9%ReducedHolders
Q4 202420,133$6.57M2.0%−21,941−52.1%ReducedHolders
Q3 202442,074$9.79M1.8%+14,307+51.5%AddedHolders
Q2 202427,767$7.75M1.2%−13,835−33.3%ReducedHolders
Q1 202441,602$11.0M1.0%+20,868+100.6%AddedHolders
Q4 202320,734$4.72M0.4%+138+0.7%AddedHolders
Q3 202320,596$4.89M0.4%−1,830−8.2%ReducedHolders
Q2 202322,426$4.88M0.4%−823−3.5%ReducedHolders
Q1 202323,249$4.71M0.3%+21,919+1,648.0%AddedHolders
Q4 20221,330$288.0K<0.1%+944+244.6%AddedHolders
Q3 2022386$84.0K<0.1%00.0%UnchangedHolders
Q2 2022386$71.0K<0.1%00.0%UnchangedHolders
Q1 2022386$71.0K<0.1%+386NewHolders