Position in LPLA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$211,182
-$39,551 QoQ
Shares Held
702
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,182 | 702 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $250,733 | 702 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $233,548 | 702 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $263,228 | 702 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $229,652 | 702 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $229,210 | 702 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||