Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$402,802
-$32,799 QoQ
Shares Held
1,430
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#477
of 761 holders
Holding Since
Mar 2021
21 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, 2026WEALTH ALLIANCE, LLC holds $4,836,802 across 6 Capital Markets names. LPLA ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,655 | $1,673,817 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,285 | $1,410,346 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,018 | $610,846 | |
| 4 | MS |
Morgan Stanley
|
1,958 | $409,300 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,430 | $402,802 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,458 | $329,691 |
All Filings in LPLA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,802 | 1,430 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $435,601 | 1,448 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $588,973 | 1,649 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $522,323 | 1,570 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $643,448 | 1,716 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $541,416 | 1,655 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $484,214 | 1,483 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $338,011 | 1,453 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $396,326 | 1,419 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $374,371 | 1,417 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $326,407 | 1,434 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $337,463 | 1,420 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $340,060 | 1,564 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $369,987 | 1,828 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $409,425 | 1,894 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $510,369 | 2,336 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $439,800 | 2,384 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $337,227 | 1,846 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $243,336 | 1,520 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $231,221 | 1,475 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $200,161 | 1,408 | Shares | Defined | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||