Position in LPLA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$313,464
-$60,135 QoQ
Shares Held
1,042
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Impact Investors, Inc holds $801,005 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
792 | $801,005 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,464 | 1,042 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $373,599 | 1,046 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $356,310 | 1,071 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $451,087 | 1,203 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $394,203 | 1,205 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $393,444 | 1,205 | Shares | Defined | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||