Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$58,589
-$674 QoQ
Shares Held
208
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#619
of 761 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Covestor Ltd holds $9,409,584 across 33 Capital Markets names. LPLA ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
134,543 | $3,323,212 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
66,159 | $1,808,787 | |
| 3 | HUT |
Hut 8 Corp.
|
15,316 | $1,768,155 | |
| 4 | CLSK |
Cleanspark, Inc.
|
67,070 | $975,868 | |
| 5 | HIVE |
HIVE Digital Technologies Ltd.
|
70,544 | $256,780 | |
| 6 | SNEX |
StoneX Group Inc.
|
1,702 | $134,497 | |
| 7 | TW |
Tradeweb Markets Inc.
|
1,092 | $108,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
1,138 | $99,051 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,589 | 208 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $59,263 | 197 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $151,082 | 423 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $114,112 | 343 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $98,617 | 263 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,342 | 160 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $31,344 | 96 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $34,661 | 149 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $50,553 | 181 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $60,766 | 230 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $87,633 | 385 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $99,100 | 417 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $79,796 | 367 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $75,495 | 373 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $62,256 | 288 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $71,224 | 326 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,626 | 372 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $91,705 | 502 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $47,386 | 296 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||