Position in LPLA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,070
-$946 QoQ
Shares Held
18
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#692
of 761 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AdvisorNet Financial, Inc holds $6,947,934 across 24 Capital Markets names. LPLA ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,807 | $2,838,915 | |
| 2 | MS |
Morgan Stanley
|
5,413 | $1,131,533 | |
| 3 | HUT |
Hut 8 Corp.
|
6,799 | $784,910 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,306 | $532,085 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,203 | $518,530 | |
| 6 | SCHW |
Schwab Charles Corp
|
3,228 | $297,847 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
11,828 | $157,430 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
849 | $113,876 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,070 | 18 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,016 | 20 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,643 | 27 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,315 | 28 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,124 | 27 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $12,431 | 38 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $6,530 | 20 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $8,839 | 38 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $19,551 | 70 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $22,457 | 85 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,731 | 12 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $10,436 | 48 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $12,346 | 61 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $14,267 | 66 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $10,705 | 49 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $9,039 | 49 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $913 | 5 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $800 | 5 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||