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Livermore
Livermore
ZHEN

Sanchez Wealth Management Group

SEC CIK
0001697740
Latest filing
Jul 27, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Sanchez Wealth Management Group, 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)
1,717
Value
$483.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of LPLA by Sanchez Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,717$483.5K0.1%+2+0.1%AddedHolders
Q1 20261,715$515.8K0.1%+2+0.1%AddedHolders
Q4 20251,713$611.8K0.1%+22+1.3%AddedHolders
Q3 20251,691$562.4K0.1%+2+0.1%AddedHolders
Q2 20251,689$633.4K0.2%+1+0.1%AddedHolders
Q1 20251,688$552.2K0.1%+2+0.1%AddedHolders
Q4 20241,686$550.6K0.2%+35+2.1%AddedHolders
Q3 20241,651$384.0K0.1%+2+0.1%AddedHolders
Q2 20241,649$460.5K0.1%+2+0.1%AddedHolders
Q1 20241,647$435.1K0.1%+2+0.1%AddedHolders
Q4 20231,645$374.4K0.1%+65+4.1%AddedHolders
Q3 20231,580$375.4K0.2%+2+0.1%AddedHolders
Q2 20231,578$343.1K0.1%+3+0.2%AddedHolders
Q1 20231,575$318.9K0.1%+2+0.1%AddedHolders
Q4 20221,573$340.0K0.2%+2+0.1%AddedHolders
Q3 20221,571$343.0K0.2%+69+4.6%AddedHolders
Q2 20221,502$277.0K0.1%+2+0.1%AddedHolders
Q1 20221,500$274.0K0.1%+2+0.1%AddedHolders
Q4 20211,498$240.0K0.1%+3+0.2%AddedHolders
Q3 20211,495$234.0K0.1%+1,495NewHolders
Q2 20210$00.0%−1,420−100.0%Sold outHolders
Q1 20211,420$202.0K0.1%––Holders

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