Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$621,667
-$205,916 QoQ
Shares Held
2,207
-19.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#429
of 761 holders
Holding Since
Mar 2020
24 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, 2026IHT Wealth Management, LLC holds $11,887,685 across 10 Capital Markets names. LPLA ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,463 | $6,536,484 | |
| 2 | MS |
Morgan Stanley
|
9,521 | $1,990,269 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,056 | $743,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
7,004 | $702,360 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,207 | $621,667 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,865 | $423,449 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
5,898 | $351,343 | |
| 8 | CLSK |
Cleanspark, Inc.
|
17,950 | $261,172 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,667 | 2,207 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $827,583 | 2,751 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,239,379 | 3,470 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,278,860 | 3,844 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,258,399 | 3,356 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,170,506 | 3,578 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $999,447 | 3,061 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $793,500 | 3,411 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $834,827 | 2,989 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $796,298 | 3,014 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $678,079 | 2,979 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $723,168 | 3,043 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $644,679 | 2,965 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $552,147 | 2,728 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $591,008 | 2,734 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $600,164 | 2,747 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $428,731 | 2,324 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $424,365 | 2,323 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $371,889 | 2,323 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $378,888 | 2,417 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $335,290 | 2,484 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $352,983 | 2,483 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $252,420 | 2,422 | Shares | Sole | 2021-02-17 | |
| 2020-03-31 | $202,860 | 3,727 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||