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Greenline Partners, LLC

SEC CIK
0001697323
Latest filing
Aug 14, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Greenline Partners, 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)
2,266
Value
$638.3K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of LPLA by Greenline Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,266$638.3K0.1%00.0%UnchangedHolders
Q1 20262,266$681.7K0.1%00.0%UnchangedHolders
Q4 20252,266$809.3K0.1%00.0%UnchangedHolders
Q3 20252,266$753.9K0.1%00.0%UnchangedHolders
Q2 20252,266$849.7K0.1%00.0%UnchangedHolders
Q1 20252,266$741.3K0.1%00.0%UnchangedHolders
Q4 20242,266$739.9K0.1%00.0%UnchangedHolders
Q3 20242,266$527.1K0.1%+2,266NewHolders