LEVEL FOUR ADVISORY SERVICES, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1696715
DALLAS, TX
Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$206,189
-$125,949 QoQ
Shares Held
732
-55.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#573
of 761 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $35,003,731 across 6 Capital Markets names. LPLA ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
84,606 | $17,686,038 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,272 | $14,434,272 | |
| 3 | PIPR |
Piper Sandler Companies
|
23,764 | $1,719,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
7,365 | $679,568 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,778 | $278,577 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
732 | $206,189 |
All Filings in LPLA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,189 | 732 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $332,138 | 1,641 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $537,830 | 2,488 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,235,941 | 5,657 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,000,250 | 5,422 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $250,636 | 1,372 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||