Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,287
-$32,434 QoQ
Shares Held
814
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#559
of 761 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $52,533,468 across 8 Capital Markets names. LPLA ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
111,524 | $23,312,976 | |
| 2 | SF |
Stifel Financial Corp
|
200,717 | $14,004,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
131,889 | $12,169,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,892 | $1,913,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,775 | $378,556 | |
| 6 | EVR |
Evercore Inc.
|
792 | $270,420 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
5,108 | $255,297 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
814 | $229,287 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,287 | 814 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $261,721 | 870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $307,522 | 861 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285,114 | 857 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $321,723 | 858 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $261,534 | 801 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $223,160 | 799 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $210,831 | 798 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||