United Asset Strategies, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1539948
GARDEN CITY, NY
Position in LPLA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,058,727
-$82,799 QoQ
Shares Held
14,409
+4.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#233
of 761 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026United Asset Strategies, Inc. holds $22,742,129 across 4 Capital Markets names. LPLA ranks #2 (17.8% of the industry book) .
All Filings in LPLA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,058,727 | 14,409 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,141,526 | 13,767 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,715,715 | 13,203 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,566,769 | 10,721 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,068,049 | 10,849 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,607,372 | 11,027 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,660,503 | 11,211 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,613,830 | 11,236 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,056,659 | 10,944 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||