{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-047543","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2025-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.305327+00:00","generated_at":"2026-05-17T01:17:14.192494+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LPL Financial Q3 2025: Adjusted EPS $5.20 (+25% YoY); total assets hit $2.3T with Commonwealth integration","bullets":["Net loss $30M (diluted EPS -$0.37) from $419M one-time acquisition costs for Commonwealth Financial Network.","Adjusted EPS $5.20 (+25% YoY); gross profit $1,479M (+31%); adjusted pre-tax income $569M (+35%).","Total advisory & brokerage assets +45% to $2.3T; advisory assets +51% to $1.3T.","Total net new assets $308B, incl. $275B from Commonwealth; organic net new assets $33B (7% annualized).","Client cash balances $56B (+$5B sequentially); corporate cash $568M; leverage 2.04x."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-047543","json":"https://secwatch.observer/filing/0001628280-25-047543.json","markdown":"https://secwatch.observer/filing/0001628280-25-047543.md","text":"https://secwatch.observer/filing/0001628280-25-047543.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000162828025047543/0001628280-25-047543-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000162828025047543/lpla-20251030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:17:14.192494+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}