Skip to main content
Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Capital Analysts, LLC, 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)
265
Value
$75.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LPLA by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026265$75.0K<0.1%00.0%UnchangedHolders
Q1 2026265$80.0K<0.1%+74+38.7%AddedHolders
Q4 2025191$68.0K<0.1%+9+4.9%AddedHolders
Q3 2025182$61.0K<0.1%+40+28.2%AddedHolders
Q2 2025142$53.0K<0.1%+7+5.2%AddedHolders
Q1 2025135$44.0K<0.1%−21−13.5%ReducedHolders
Q4 2024156$51.0K<0.1%00.0%UnchangedHolders
Q3 2024156$36.0K<0.1%+28+21.9%AddedHolders
Q2 2024128$36.0K<0.1%00.0%UnchangedHolders
Q1 2024128$34.0K<0.1%−119−48.2%ReducedHolders
Q4 2023247$56.0K<0.1%00.0%UnchangedHolders
Q3 2023247$59.0K<0.1%00.0%UnchangedHolders
Q2 2023247$54.0K<0.1%00.0%UnchangedHolders
Q1 2023247$50.0K<0.1%00.0%UnchangedHolders
Q4 2022247$53.0K<0.1%−79−24.2%ReducedHolders
Q3 2022326$71.0K<0.1%−73−18.3%ReducedHolders
Q2 2022399$74.0K<0.1%00.0%UnchangedHolders
Q1 2022399$73.0K<0.1%−56−12.3%ReducedHolders
Q4 2021455$73.0K<0.1%00.0%UnchangedHolders
Q3 2021455$71.0K<0.1%00.0%UnchangedHolders
Q2 2021455$61.0K<0.1%+45+11.0%AddedHolders
Q1 2021410$58.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.