LPLA NASDAQ
LPL Financial Holdings Inc.
1W: -16.1%
1M: -12.6%
3M: -20.6%
YTD: -25.6%
1Y: -21.6%
3Y: +24.0%
5Y: +57.5%
$269.19
-48.37 (-15.23%)
Weekly Expected Move ±3.8%
$292
$304
$316
$328
$340
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $543.9M held by 420 funds, 91 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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3 relationships3
As Filer
counterparties named
0
As Counterparty
mentioned by others
1
Rel. Types
2025-03-31
Earliest Filing
2025-03-31
Latest Filing
target: 3
Counterparties (Filed by LPLA)
3 relationshipsCompanies named in LPLA's SEC 8-K filings as business counterparties.
| Counterparty | Ticker | Relationship | Summary | Filing Date | SEC |
|---|---|---|---|---|---|
| Gratitude Holdings, Inc. | — | target | Seller of Commonwealth Financial Network interests in acquisition by LPL Holdings | 2025-03-31 | View |
| Odd Couple, Inc. | — | target | Seller of Commonwealth Financial Network interests in acquisition by LPL Holdings | 2025-03-31 | View |
| CFN Holding Company, LLC | — | target | Target company (Commonwealth Financial Network) being acquired by LPL Holdings | 2025-03-31 | View |
Recent 8-K Filings (20)
| Filing Date | Description | Type | SEC |
|---|---|---|---|
| 2026-10-27 | Earnings Release; Exhibits | View | |
| 2026-07-30 | Earnings Release; Exhibits | View | |
| 2026-05-15 | Bylaws Amendment; Shareholder Vote; Exhibits | View | |
| 2026-04-30 | Earnings Release; Exhibits | View | |
| 2026-01-29 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View | |
| 2026-01-08 | Departure/Election of Directors; Appointment of Officers; Regulation FD Disclosure; Financial Statem | View | |
| 2025-10-30 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View | |
| 2025-08-01 | Regulation FD Disclosure; Other Events; Financial Statements and Exhibits | View | |
| 2025-07-31 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View | |
| 2025-07-03 | Departure/Election of Directors; Appointment of Officers; Financial Statements and Exhibits | View | |
| 2025-06-03 | Departure/Election of Directors; Appointment of Officers | View | |
| 2025-05-23 | Submission of Matters to a Vote of Security Holders | View | |
| 2025-05-08 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View | |
| 2025-04-03 | Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Other Events; Fin | Agreement | View |
| 2025-04-02 | Other Events; Financial Statements and Exhibits | View | |
| 2025-03-31 | Entry into Material Definitive Agreement; Regulation FD Disclosure; Financial Statements and Exhibit | Agreement | View |
| 2025-03-06 | Departure/Election of Directors; Appointment of Officers | View | |
| 2025-02-26 | Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Financial Stateme | Agreement | View |
| 2025-02-25 | Other Events; Financial Statements and Exhibits | View | |
| 2025-01-30 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View |
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text.
Covers 2021–2026. View on SEC EDGAR