Jackson, Grant Investment Advisers, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1650300
STAMFORD, CT
Position in LPLA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$23,661
-$30,789 QoQ
Shares Held
84
-53.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#641
of 761 holders
Holding Since
Mar 2021
22 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, 2026Jackson, Grant Investment Advisers, Inc. holds $232,331 across 4 Capital Markets names. LPLA ranks #2 (10.2% of the industry book) .
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,661 | 84 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $54,450 | 181 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $64,647 | 181 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $60,216 | 181 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67,869 | 181 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $59,212 | 181 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $59,098 | 181 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $42,106 | 181 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $50,553 | 181 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $47,820 | 181 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $41,199 | 181 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $43,014 | 181 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $39,354 | 181 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $36,634 | 181 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $39,126 | 181 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $39,544 | 181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,390 | 181 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $33,065 | 181 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $28,976 | 181 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $28,373 | 181 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $24,431 | 181 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $23,740 | 167 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||