Advisory Services Network, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1573876
Atlanta, GA
Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$77,611
-$161,591 QoQ
Shares Held
258
-64.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026Advisory Services Network, LLC holds $48,059,361 across 17 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19,208 | $19,426,387 | |
| 2 | MS |
Morgan Stanley
|
37,305 | $7,798,233 | |
| 3 | EVR |
Evercore Inc.
|
14,837 | $5,065,942 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
35,488 | $3,088,869 | |
| 5 | SCHW |
Schwab Charles Corp
|
26,157 | $2,413,499 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17,510 | $1,755,897 | |
| 7 | IREN |
IREN Ltd
|
34,531 | $1,579,100 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
39,722 | $1,476,069 |
All Filings in LPLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,611 | 258 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $239,202 | 719 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $209,980 | 560 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $227,034 | 694 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $555,391 | 1,701 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,387,480 | 10,263 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,866,455 | 10,263 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,147,152 | 8,127 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,902,902 | 8,360 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,941,598 | 8,170 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,082,106 | 9,576 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,936,158 | 9,566 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,817,772 | 8,409 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,041,274 | 4,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $833,849 | 4,520 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $286,807 | 1,570 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $302,728 | 1,891 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $296,275 | 1,890 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $249,713 | 1,850 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $305,644 | 2,150 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $224,073 | 2,150 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $168,060 | 2,192 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $117,568 | 2,160 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||