Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,745
-$1,207 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#654
of 761 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $1,491,939 across 4 Capital Markets names. LPLA ranks #4 (1.2% of the industry book) .
All Filings in LPLA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,745 | 63 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $18,952 | 63 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,501 | 63 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $20,959 | 63 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $23,623 | 63 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $20,609 | 63 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,509 | 23 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,350 | 23 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,423 | 23 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,076 | 23 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||