Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$281,680
-$19,150 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#526
of 761 holders
Holding Since
Jun 2020
24 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, 2026WJ Wealth Management, LLC holds $281,680 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,000 | $281,680 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,680 | 1,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $300,830 | 1,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $357,170 | 1,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $332,690 | 1,000 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $749,940 | 2,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $654,280 | 2,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $653,020 | 2,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $465,260 | 2,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $558,600 | 2,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $528,400 | 2,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $455,240 | 2,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $475,300 | 2,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $434,860 | 2,000 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $202,400 | 1,000 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $432,340 | 2,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $873,920 | 4,000 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $737,920 | 4,000 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $365,360 | 2,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $320,180 | 2,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $313,520 | 2,000 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $269,960 | 2,000 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $284,320 | 2,000 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $208,440 | 2,000 | Shares | Sole | 2021-01-20 | |
| 2020-06-30 | $313,600 | 4,000 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||