Integrated Investment Consultants, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1665337
BLOOMFIELD HILLS, MI
Position in LPLA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$356,325
-$210,438 QoQ
Shares Held
1,265
-32.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#495
of 761 holders
Holding Since
Dec 2020
23 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 Investment Consultants, LLC holds $3,339,381 across 6 Capital Markets names. LPLA ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
16,065 | $1,482,315 | |
| 2 | MS |
Morgan Stanley
|
2,563 | $535,768 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
3,088 | $414,192 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,265 | $356,325 | |
| 5 | SF |
Stifel Financial Corp
|
4,345 | $303,150 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
4,157 | $247,631 |
All Filings in LPLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,325 | 1,265 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $566,763 | 1,884 | Shares | Other | 2026-06-01 | |
| 2025-12-31 | $1,645,839 | 4,608 | Shares | Other | 2026-03-03 | |
| 2025-09-30 | $1,549,669 | 4,658 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $2,490,925 | 6,643 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,347,555 | 7,176 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,437,396 | 7,465 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,675,633 | 7,203 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,716,577 | 6,146 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,623,773 | 6,146 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,288,556 | 5,661 | Shares | Sole | 2024-05-28 | |
| 2023-09-30 | $1,060,394 | 4,462 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $605,325 | 2,784 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $545,063 | 2,693 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $519,024 | 2,401 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $565,426 | 2,588 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $374,494 | 2,030 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $535,252 | 2,930 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $438,646 | 2,740 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $429,522 | 2,740 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $369,845 | 2,740 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $273,231 | 1,922 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $200,310 | 1,922 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||