Integrated Advisors Network LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1660177
DALLAS, TX
Position in LPLA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$214,190
-$3,683 QoQ
Shares Held
712
+16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 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, 2026Integrated Advisors Network LLC holds $24,211,562 across 4 Capital Markets names.
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,190 | 712 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $217,873 | 610 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $223,160 | 799 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||