Western Wealth Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1767902
GOLDEN, CO
Position in LPLA
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$151,317
-$343,540 QoQ
Shares Held
503
-77.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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 Mar 31, 2026Western Wealth Management, LLC holds $6,166,271 across 25 Capital Markets names. LPLA ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,718 | $2,299,400 | |
| 2 | MS |
Morgan Stanley
|
9,263 | $1,524,411 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,710 | $724,585 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
8,667 | $357,686 | |
| 5 | IREN |
IREN Ltd
|
8,962 | $307,217 | |
| 6 | MARA |
MARA Holdings, Inc.
|
27,140 | $221,462 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
503 | $151,317 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
6,844 | $126,271 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,317 | 503 | Shares | Sole | 2026-05-19 | |
| 2022-09-30 | $494,857 | 2,265 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $298,119 | 1,616 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $558,452 | 3,057 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $240,775 | 1,504 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||