Position in LPLA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$0
-$3,992 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Activest Wealth Management holds $1,391,900 across 27 Capital Markets names. LPLA ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
10,966 | $501,475 | |
| 2 | GS |
Goldman Sachs Group Inc
|
301 | $304,422 | |
| 3 | SLNH |
Soluna Holdings, Inc
|
83,000 | $112,050 | |
| 4 | HUT |
Hut 8 Corp.
|
899 | $103,785 | |
| 5 | WULF |
Terawulf Inc.
|
3,328 | $82,201 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
3,000 | $82,140 | |
| 7 | CLSK |
Cleanspark, Inc.
|
4,000 | $58,200 | |
| 8 | MS |
Morgan Stanley
|
244 | $51,005 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-07-16 | |
| 2025-09-30 | $3,992 | 12 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,499 | 12 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $327 | 1 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $326 | 1 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,076 | 23 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||