Position in LPLA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$78,215
-$17,863 QoQ
Shares Held
260
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026State of Wyoming holds $8,533,945 across 25 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
48,106 | $4,187,146 | |
| 2 | MC |
Moelis & Co
|
11,778 | $770,516 | |
| 3 | NMR |
Nomura Holdings Inc
|
50,610 | $444,355 | |
| 4 | EVR |
Evercore Inc.
|
1,263 | $431,238 | |
| 5 | MIAX |
Miami International Holdings, Inc.
|
9,313 | $346,071 | |
| 6 | PIPR |
Piper Sandler Companies
|
4,428 | $320,321 | |
| 7 | ETOR |
eToro Group Ltd.
|
7,798 | $307,787 | |
| 8 | FUTU |
Futu Holdings Ltd
|
2,020 | $189,354 |
All Filings in LPLA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,215 | 260 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $96,078 | 269 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $75,187 | 226 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $473,587 | 1,263 | Shares | Sole | 2025-08-19 | |
| 2024-09-30 | $99,333 | 427 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $125,685 | 450 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $62,501 | 263 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $117,629 | 541 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $62,744 | 310 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $119,542 | 553 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $14,020 | 76 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $120,078 | 766 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $91,516 | 678 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||