Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$112,672
-$7,660 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#602
of 761 holders
Holding Since
Mar 2020
26 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, 2026GABLES CAPITAL MANAGEMENT INC. holds $1,830,102 across 7 Capital Markets names. LPLA ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,380 | $1,395,690 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
2,015 | $126,199 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
400 | $112,672 | |
| 4 | MS |
Morgan Stanley
|
478 | $99,921 | |
| 5 | IREN |
IREN Ltd
|
1,150 | $52,589 | |
| 6 | SCHW |
Schwab Charles Corp
|
249 | $22,975 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
200 | $20,056 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,672 | 400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $120,332 | 400 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $142,868 | 400 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $133,076 | 400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $149,988 | 400 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $130,856 | 400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $130,604 | 400 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $93,052 | 400 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $111,720 | 400 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $105,680 | 400 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $91,048 | 400 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $95,060 | 400 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $86,972 | 400 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $80,960 | 400 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $86,468 | 400 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $87,392 | 400 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $73,792 | 400 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $73,072 | 400 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $64,036 | 400 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $62,704 | 400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $53,992 | 400 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $56,864 | 400 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $32,516 | 312 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $23,921 | 312 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $24,460 | 312 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $16,982 | 312 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||