Foster Victor Wealth Advisors, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1769063
GREENVILLE, SC
Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$14,773,270
-$7,708,056 QoQ
Shares Held
52,447
-29.8% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#131
of 761 holders
Holding Since
Jun 2020
25 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, 2026Foster Victor Wealth Advisors, LLC holds $15,024,954 across 2 Capital Markets names. LPLA ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
52,447 | $14,773,270 | |
| 2 | MS |
Morgan Stanley
|
1,204 | $251,684 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,773,270 | 52,447 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $22,481,326 | 74,731 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $23,333,201 | 65,328 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,570,555 | 61,831 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $20,865,955 | 55,647 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $17,880,818 | 54,658 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $17,781,408 | 54,459 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $16,221,522 | 69,731 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,702,352 | 52,640 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $13,069,181 | 49,467 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $10,070,819 | 44,244 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $10,078,974 | 42,411 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $9,268,388 | 42,627 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,469,774 | 36,906 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,249,477 | 33,536 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $7,175,975 | 32,845 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,580,032 | 35,668 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,102,781 | 38,881 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,849,048 | 36,536 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,963,178 | 31,661 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,582,639 | 26,542 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,919,682 | 20,538 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,661,475 | 15,942 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $755,812 | 9,858 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $358,288 | 4,570 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||