Position in LPLA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,512
-$845 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 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 Mar 31, 2026Colonial Trust Advisors holds $29,984,382 across 9 Capital Markets names. LPLA ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,393 | $21,482,224 | |
| 2 | SCHW |
Schwab Charles Corp
|
89,954 | $8,453,876 | |
| 3 | IREN |
IREN Ltd
|
500 | $17,140 | |
| 4 | MS |
Morgan Stanley
|
93 | $15,305 | |
| 5 | MARA |
MARA Holdings, Inc.
|
1,000 | $8,160 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
15 | $4,512 | |
| 7 | BTBT |
Bit Digital, Inc
|
1,700 | $2,227 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
20 | $825 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,512 | 15 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,357 | 15 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,990 | 15 | Shares | Sole | 2025-11-10 | |
| 2024-03-31 | $24,306 | 92 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||