Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,624
-$44,040 QoQ
Shares Held
872
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#548
of 761 holders
Holding Since
Jun 2024
7 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, 2026IFG Advisory, LLC holds $9,105,621 across 18 Capital Markets names. LPLA ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
21,966 | $4,591,772 | |
| 2 | SCHW |
Schwab Charles Corp
|
29,741 | $2,744,202 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,289 | $1,303,655 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
872 | $245,624 | |
| 5 | IREN |
IREN Ltd
|
1,877 | $85,835 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
8,200 | $29,848 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
290 | $29,081 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,890 | $25,155 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,624 | 872 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $289,664 | 811 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $269,478 | 810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $303,725 | 810 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $265,964 | 813 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $239,331 | 733 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $204,726 | 733 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||