Position in LPLA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,504
-$7,478 QoQ
Shares Held
5
-81.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
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, 2026Operose Advisors LLC holds $4,770,205 across 6 Capital Markets names.
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,504 | 5 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $8,982 | 27 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,124 | 27 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,832 | 27 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,815 | 27 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||