WealthPoint Financial, LLC

SEC CIK: 0002040860
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by WealthPoint Financial, 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 (Q2 2026): 7,625
Value: $2.15M
% of portfolio: 1.6%
Quarters held: 3; Since Q4 2025

Holdings of LPLA by WealthPoint Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,625	$2.15M	1.6%	+1,265+19.9%	Added	Holders
Q1 2026	6,360	$1.91M	1.6%	−830−11.5%	Reduced	Holders
Q4 2025	7,190	$2.57M	2.2%	–	No prior filing	Holders