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Leelyn Smith, LLC

SEC CIK
0001777817
Latest filing
Jul 23, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Leelyn Smith, 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)
3,764
Value
$1.06M
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of LPLA by Leelyn Smith, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,764$1.06M0.1%00.0%UnchangedHolders
Q1 20263,764$1.13M0.2%+614+19.5%AddedHolders
Q4 20253,150$1.13M0.2%+3,150NewHolders