Position in LPLA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$547,022
-$38,994 QoQ
Shares Held
1,942
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#443
of 762 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avior Wealth Management, LLC holds $11,837,487 across 6 Capital Markets names. LPLA ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,284 | $7,366,819 | |
| 2 | MS |
Morgan Stanley
|
9,031 | $1,887,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,829 | $1,460,541 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,942 | $547,022 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,131 | $334,493 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,401 | $240,772 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,022 | 1,942 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $586,016 | 1,948 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $682,194 | 1,910 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $731,918 | 2,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $936,300 | 2,497 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $944,780 | 2,888 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $809,418 | 2,479 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $562,034 | 2,416 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $663,058 | 2,374 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $707,263 | 2,677 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $584,983 | 2,570 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $434,899 | 1,830 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $463,995 | 2,134 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $405,407 | 2,003 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $483,572 | 2,237 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $553,191 | 2,532 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $610,444 | 3,309 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $661,849 | 3,623 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $932,524 | 5,825 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $913,127 | 5,825 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $641,289 | 4,751 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $762,261 | 5,362 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $520,683 | 4,996 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $382,583 | 4,990 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $367,696 | 4,690 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $223,707 | 4,110 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||