WealthCare Investment Partners, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1908462
PORTSMOUTH, RI
Position in LPLA
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$204,564
-$37,954 QoQ
Shares Held
680
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026WealthCare Investment Partners, LLC holds $36,409 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
36 | $36,409 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,564 | 680 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $242,518 | 679 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $225,563 | 678 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $254,229 | 678 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $221,047 | 677 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||