HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1484205
LONG BEACH, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$281
+$281 QoQ
Shares Held
1
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 160 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $154,766 across 7 Capital Markets names. LPLA ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
711 | $148,627 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
23 | $2,306 | |
| 3 | DEFT |
Defi Technologies, Inc.
|
3,802 | $1,954 | |
| 4 | SCHW |
Schwab Charles Corp
|
16 | $1,476 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
1 | $281 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
4 | $122 | |
| 7 | GS |
Goldman Sachs Group Inc
|
0 | $0 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281 | 1 | Shares | Sole | 2026-07-21 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||