Gerber Kawasaki Wealth & Investment Management
Position in LPLA — LPL Financial Holdings Inc.
CIK 1666736
SANTA MONICA, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,188,371
+$172,209 QoQ
Shares Held
7,769
+15.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#288
of 761 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $3,730,367 across 5 Capital Markets names. LPLA ranks #1 (58.7% of the industry book) .
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,188,371 | 7,769 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,016,162 | 6,702 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,410,897 | 6,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,530,440 | 7,606 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,994,885 | 7,987 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,613,194 | 7,988 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,247,694 | 6,884 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,018,759 | 21,574 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,936,868 | 28,417 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,552,421 | 28,586 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,395,732 | 23,705 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,188,105 | 17,623 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,679,350 | 16,922 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,530,202 | 12,501 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,570,691 | 7,266 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $964,151 | 4,413 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $247,941 | 1,344 | Shares | Sole | 2022-08-04 | |
| 2021-09-30 | $313 | 2 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||