Position in LPL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$63,550
+$6,080 QoQ
Shares Held
16,337
+10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#8
of 15 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Plan A Wealth LLC holds $3,077,234 across 2 Consumer Electronics names. LPL ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
10,415 | $3,013,684 | |
| 2 | LPL |
LG Display Co., Ltd.
This page
|
16,337 | $63,550 |
All Filings in LPL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,550 | 16,337 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $57,470 | 14,812 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,781 | 10,637 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $67,870 | 13,002 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $36,614 | 10,706 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||