Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$710,960
-$2,644,196 QoQ
Shares Held
2,524
-77.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#411
of 761 holders
Holding Since
Jun 2024
9 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, 20262Xideas AG holds $4,365,312 across 3 Capital Markets names. LPLA ranks #3 (16.3% of the industry book) .
All Filings in LPLA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,960 | 2,524 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,355,156 | 11,153 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,942,085 | 11,037 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,344,730 | 19,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,289,041 | 19,439 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,360,783 | 28,614 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,716,132 | 45,071 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,399,186 | 27,508 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,222,553 | 40,181 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||