Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$630,963
-$120,510 QoQ
Shares Held
2,240
-10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#426
of 761 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $166,649,141 across 20 Capital Markets names. LPLA ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,696 | $84,647,623 | |
| 2 | SCHW |
Schwab Charles Corp
|
385,528 | $35,572,668 | |
| 3 | MS |
Morgan Stanley
|
128,608 | $26,884,216 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
62,436 | $6,261,082 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
41,403 | $3,603,717 | |
| 6 | IREN |
IREN Ltd
|
63,631 | $2,909,845 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
23,882 | $1,495,729 | |
| 8 | WULF |
Terawulf Inc.
|
34,902 | $862,079 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,963 | 2,240 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $751,473 | 2,498 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,375,104 | 3,850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,359,704 | 4,087 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,695,239 | 4,521 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,308,887 | 4,001 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,655,405 | 5,070 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,399,036 | 6,014 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,825,784 | 6,537 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,681,104 | 6,363 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,273,306 | 5,594 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,219,382 | 5,131 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,376,114 | 6,329 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,163,597 | 5,749 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,852,144 | 8,568 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,401,330 | 6,414 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,153,000 | 6,250 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $871,931 | 4,773 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $783,320 | 4,893 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $693,349 | 4,423 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $442,869 | 3,281 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $359,380 | 2,528 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||