Ameliora Wealth Management Ltd.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1910168
ZURICH, V8
Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$74,645
-$5,074 QoQ
Shares Held
265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#613
of 761 holders
Holding Since
Dec 2024
7 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, 2026Ameliora Wealth Management Ltd. holds $4,055,297 across 5 Capital Markets names. LPLA ranks #4 (1.8% of the industry book) .
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,645 | 265 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $79,719 | 265 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $94,650 | 265 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $88,162 | 265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $99,367 | 265 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $107,956 | 330 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $107,748 | 330 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||