Position in LPLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$204,781
-$19,638 QoQ
Shares Held
727
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 73 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $4,911,770 across 8 Capital Markets names. LPLA ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,444 | $1,460,418 | |
| 2 | EVR |
Evercore Inc.
|
2,840 | $969,689 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
15,558 | $777,588 | |
| 4 | MS |
Morgan Stanley
|
3,628 | $758,397 | |
| 5 | SCHW |
Schwab Charles Corp
|
4,448 | $410,416 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,749 | $273,965 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
727 | $204,781 | |
| 8 | NAKA |
Nakamoto Inc.
|
14,308 | $56,516 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,781 | 727 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $224,419 | 746 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $266,448 | 746 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $248,186 | 746 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $279,727 | 746 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $244,046 | 746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $243,576 | 746 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $208,357 | 746 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||