Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$281
-$19 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#757
of 761 holders
Holding Since
Jun 2025
5 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, 2026IMA Advisory Services, Inc. holds $1,451,677 across 11 Capital Markets names. LPLA ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,281 | $476,820 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,287 | $329,620 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,313 | $305,690 | |
| 4 | GS |
Goldman Sachs Group Inc
|
246 | $248,797 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
490 | $42,649 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
2,800 | $37,268 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
82 | $4,884 | |
| 8 | SF |
Stifel Financial Corp
|
58 | $4,046 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281 | 1 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $300 | 1 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $357 | 1 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $332 | 1 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $374 | 1 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||