Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$59,152
-$4,022 QoQ
Shares Held
210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#617
of 761 holders
Holding Since
Dec 2025
3 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, 2026Y.D. More Investments Ltd holds $513,417 across 6 Capital Markets names. LPLA ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
221 | $223,512 | |
| 2 | MS |
Morgan Stanley
|
982 | $205,276 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
210 | $59,152 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
287 | $24,980 | |
| 5 | SCHW |
Schwab Charles Corp
|
1,052 | $326 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
509 | $171 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,152 | 210 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $63,174 | 210 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $21,430 | 60 | Shares | Defined | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||