PARTI Overview LPL serves the financial advisor-mediated marketplace as the nations largest independent broker-dealer, a leading investment advisory firm, and a top custodian. We support more than 32,000 financial advisors, and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and prac...
Q2 FY2026 — expected 2026-07-21
| Filed | Period | Accession | Source | Full Text |
|---|---|---|---|---|
| 2026-02-23 | 2025-12-31 | 0001628280-26-010705 | EDGAR | 77K words |
| 2025-02-20 | 2024-12-31 | 0001397911-25-000018 | EDGAR | — |
| 2024-02-21 | 2023-12-31 | 0001397911-24-000011 | EDGAR | — |
| 2023-02-23 | 2022-12-31 | 0001397911-23-000024 | EDGAR | — |
| 2022-02-22 | 2021-12-31 | 0001397911-22-000014 | EDGAR | — |
| 2021-02-23 | 2020-12-31 | 0001397911-21-000029 | EDGAR | — |
| 2020-02-21 | 2019-12-31 | 0001397911-20-000023 | EDGAR | — |
| 2019-02-26 | 2018-12-31 | 0001397911-19-000018 | EDGAR | — |
| 2018-02-21 | 2017-12-31 | 0001397911-18-000011 | EDGAR | — |
| 2017-02-24 | 2016-12-31 | 0001397911-17-000025 | EDGAR | — |
| Filed | Period | Accession | Source | Full Text |
|---|---|---|---|---|
| 2025-11-03 | 2025-09-30 | 0001628280-25-047934 | EDGAR | 35K words |
| 2025-08-04 | 2025-06-30 | 0001397911-25-000122 | EDGAR | — |
| 2025-05-09 | 2025-03-31 | 0001397911-25-000063 | EDGAR | — |
| 2024-11-04 | 2024-09-30 | 0001397911-24-000141 | EDGAR | — |
| 2024-07-30 | 2024-06-30 | 0001397911-24-000109 | EDGAR | — |
| 2024-05-02 | 2024-03-31 | 0001397911-24-000053 | EDGAR | — |
| 2023-10-31 | 2023-09-30 | 0001397911-23-000160 | EDGAR | — |
| 2023-08-01 | 2023-06-30 | 0001397911-23-000126 | EDGAR | — |
| 2023-05-02 | 2023-03-31 | 0001397911-23-000072 | EDGAR | — |
| 2022-11-01 | 2022-09-30 | 0001397911-22-000156 | EDGAR | — |
| 2022-08-04 | 2022-06-30 | 0001397911-22-000122 | EDGAR | — |
| 2022-05-03 | 2022-03-31 | 0001397911-22-000069 | EDGAR | — |
| Filed | Accession | Source | Full Text |
|---|---|---|---|
| 2026-01-29 | 0001628280-26-004112 | EDGAR | 15K words |
| 2026-01-08 | 0001193125-26-007083 | EDGAR | — |
| 2025-10-30 | 0001628280-25-047543 | EDGAR | — |
| 2025-08-01 | 0001193125-25-171084 | EDGAR | — |
| 2025-07-31 | 0001397911-25-000119 | EDGAR | — |
| 2025-07-03 | 0001193125-25-155488 | EDGAR | — |
| 2025-06-03 | 0001193125-25-134140 | EDGAR | — |
| 2025-05-23 | 0001397911-25-000066 | EDGAR | — |
| 2025-05-08 | 0001397911-25-000060 | EDGAR | — |
| 2025-04-03 | 0001193125-25-072396 | EDGAR | — |
176 total filings indexed. 144 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR
| CIK | 0001397911 |
| Ticker | LPLA |
| Exchange | Nasdaq |
| SIC | 6200: Security & Commodity Brokers, Dealers, Exchanges & Services |
| Incorporated | DE |
| Website | https://www.lpl.com |
| Listed | 2010-11-18 |
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