Position in LPLA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$269,844
+$260,178 QoQ
Shares Held
897
+1219.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
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, 2026Valeo Financial Advisors, LLC holds $14,846,325 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,986 | $8,076,800 | |
| 2 | MS |
Morgan Stanley
|
14,476 | $3,026,063 | |
| 3 | SCHW |
Schwab Charles Corp
|
27,938 | $2,577,839 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
4,344 | $378,101 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,362 | $337,141 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
11,611 | $317,909 | |
| 7 | NMR |
Nomura Holdings Inc
|
15,088 | $132,472 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,844 | 897 | Shares | Sole | 2026-05-08 | |
| 2021-03-31 | $9,666 | 68 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $7,086 | 68 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,213 | 68 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,960 | 25 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,360 | 25 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||