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Livermore
Livermore
ZHEN

KWB Wealth

SEC CIK
0001822236
Latest filing
Jul 10, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by KWB Wealth, 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)
28,751
Value
$8.10M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of LPLA by KWB Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,751$8.10M0.7%+127+0.4%AddedHolders
Q1 202628,624$10.2M1.0%00.0%UnchangedHolders
Q4 202528,624$10.2M1.0%+179+0.6%AddedHolders
Q3 202528,445$10.7M1.2%+40.0%AddedHolders
Q2 202528,441$9.30M1.1%+30.0%AddedHolders
Q1 202528,438$9.29M1.1%+144+0.5%AddedHolders
Q4 202428,294$6.58M0.8%−169−0.6%ReducedHolders
Q3 202428,463$7.95M1.0%+40.0%AddedHolders
Q2 202428,459$7.52M1.0%00.0%UnchangedHolders
Q1 202428,459$7.52M1.0%+50.0%AddedHolders
Q4 202328,454$6.48M0.9%+466+1.7%AddedHolders
Q3 202327,988$6.09M1.0%00.0%UnchangedHolders
Q2 202327,988$6.09M1.0%+130.0%AddedHolders
Q1 202327,975$6.05M1.1%+27,975NewHolders
Q4 20220$00.0%−28,461−100.0%Sold outHolders
Q3 202228,461$6.22M1.2%+263+0.9%AddedHolders
Q2 202228,198$5.20M1.0%−535−1.9%ReducedHolders
Q1 202228,733$4.60M0.8%00.0%UnchangedHolders
Q4 202128,733$4.60M0.8%−314−1.1%ReducedHolders
Q3 202129,047$4.55M0.8%+1,658+6.1%AddedHolders
Q2 202127,389$3.89M0.7%00.0%UnchangedHolders
Q1 202127,389$3.89M0.7%––Holders

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