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Flaharty Asset Management, LLC

SEC CIK
0001697882
Latest filing
Jul 8, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Flaharty Asset Management, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2023
Holdings of LPLA by Flaharty Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−256−100.0%Sold outHolders
Q1 2025256$83.7K<0.1%+256NewHolders
Q4 20240$00.0%−187−100.0%Sold outHolders
Q3 2024187$43.5K<0.1%+187NewHolders
Q4 20230$00.0%−128−100.0%Sold outHolders
Q3 2023128$30.4K<0.1%+128NewHolders