Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$339,706
+$130,762 QoQ
Shares Held
1,206
+106.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#500
of 761 holders
Holding Since
Mar 2025
5 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, 2026WP Advisors, LLC holds $1,145,214 across 3 Capital Markets names. LPLA ranks #3 (29.7% of the industry book) .
All Filings in LPLA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,706 | 1,206 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $208,944 | 585 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $213,586 | 642 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $240,730 | 642 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $222,782 | 681 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||