Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$633,780
+$31,519 QoQ
Shares Held
2,250
+12.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#425
of 761 holders
Holding Since
Mar 2025
6 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, 2026Gilbert & Cook, Inc. holds $1,488,339 across 3 Capital Markets names. LPLA ranks #1 (42.6% of the industry book) .
All Filings in LPLA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,780 | 2,250 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $602,261 | 2,002 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $510,753 | 1,430 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $451,127 | 1,356 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $410,217 | 1,094 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $258,767 | 791 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||