Position in LPLA
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,881,340
+$101,329 QoQ
Shares Held
6,679
+12.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#40
of 183 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CGN Advisors LLC holds $3,588,080 across 3 Capital Markets names. LPLA ranks #1 (52.4% of the industry book) .
All Filings in LPLA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,881,340 | 6,679 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,780,011 | 5,917 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,078,015 | 5,818 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,314,857 | 6,958 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,566,294 | 6,844 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,197,399 | 6,717 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,457,967 | 7,528 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,854,526 | 7,972 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,984,426 | 7,105 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,797,616 | 6,804 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,361,167 | 5,980 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||