Custom Index Systems, LLC

SEC CIK: 0002003672
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Custom Index Systems, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2023

Holdings of LPLA by Custom Index Systems, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−1,221−100.0%	Sold out	Holders
Q4 2023	1,221	$277.9K	0.2%	–	No prior filing	Holders