Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$336,044
-$22,846 QoQ
Shares Held
1,193
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#504
of 761 holders
Holding Since
Jun 2023
13 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, 2026SFG Wealth Management, LLC. holds $336,044 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,193 | $336,044 |
All Filings in LPLA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,044 | 1,193 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $358,890 | 1,193 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $423,603 | 1,186 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $394,570 | 1,186 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $444,714 | 1,186 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $404,999 | 1,238 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $441,768 | 1,353 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $311,491 | 1,339 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $373,982 | 1,339 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $353,499 | 1,338 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $304,555 | 1,338 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $311,796 | 1,312 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $285,268 | 1,312 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||