Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$219,428
-$14,918 QoQ
Shares Held
779
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#564
of 761 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Archer Investment Corp holds $581,472 across 11 Capital Markets names. LPLA ranks #1 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
779 | $219,428 | |
| 2 | GS |
Goldman Sachs Group Inc
|
129 | $130,466 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
993 | $112,695 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
592 | $59,365 | |
| 5 | MS |
Morgan Stanley
|
176 | $36,791 | |
| 6 | WULF |
Terawulf Inc.
|
392 | $9,682 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
153 | $9,582 | |
| 8 | IREN |
IREN Ltd
|
34 | $1,554 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,428 | 779 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $234,346 | 779 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $278,235 | 779 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $259,165 | 779 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $292,101 | 779 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $382,426 | 1,169 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $381,690 | 1,169 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $271,944 | 1,169 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $563,068 | 2,016 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $532,627 | 2,016 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $458,881 | 2,016 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $479,102 | 2,016 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $452,471 | 2,081 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $601,532 | 2,972 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $642,457 | 2,972 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $649,322 | 2,972 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $585,355 | 3,173 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $622,938 | 3,410 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||