Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,232,559
-$652,359 QoQ
Shares Held
11,476
-11.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#256
of 761 holders
Holding Since
Mar 2021
22 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, 2026NewEdge Wealth, LLC holds $140,847,053 across 14 Capital Markets names. LPLA ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
998,413 | $49,900,681 | |
| 2 | MS |
Morgan Stanley
|
181,267 | $37,892,053 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26,407 | $26,707,247 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
107,919 | $9,393,269 | |
| 5 | SCHW |
Schwab Charles Corp
|
81,949 | $7,561,434 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
11,476 | $3,232,559 | |
| 7 | MC |
Moelis & Co
|
40,439 | $2,645,519 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,624 | $1,366,214 |
All Filings in LPLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,232,559 | 11,476 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,884,918 | 12,914 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,132,684 | 19,970 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,117,569 | 21,394 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,676,280 | 36,473 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,134,343 | 40,149 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,460,949 | 68,791 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,207,099 | 69,669 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,411,437 | 19,375 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $15,083,442 | 57,091 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,707,341 | 55,827 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,037,198 | 16,988 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,407,128 | 15,670 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,074,051 | 15,188 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,224,607 | 14,917 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,846,995 | 17,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,045,580 | 16,509 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,826,800 | 10,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,393,583 | 8,705 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,315,373 | 8,391 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,018,424 | 7,545 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $876,558 | 6,166 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||