Position in LPLA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$24,668
+$7,910 QoQ
Shares Held
82
+36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 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, 2026Opal Wealth Advisors, LLC holds $2,556,509 across 3 Capital Markets names.
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,668 | 82 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $16,758 | 60 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||