Flagship Harbor Advisors, LLC

SEC CIK: 0001691766
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

LPLA holding history

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

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of LPLA by Flagship Harbor Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−513−100.0%	Sold out	Holders
Q4 2025	513	$183.4K	<0.1%	+513	New	Holders
Q3 2025	0	$0	0.0%	−570−100.0%	Sold out	Holders
Q2 2025	570	$213.7K	<0.1%	+570	New	Holders