Position in LPLA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,804
-$3,420 QoQ
Shares Held
6
-62.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 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, 2026Raleigh Capital Management Inc. holds $1,545,316 across 8 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
753 | $761,561 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
5,241 | $456,176 | |
| 3 | MS |
Morgan Stanley
|
1,291 | $269,870 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
384 | $38,507 | |
| 5 | HUT |
Hut 8 Corp.
|
100 | $11,544 | |
| 6 | SCHW |
Schwab Charles Corp
|
83 | $7,658 | |
| 7 | EVR |
Evercore Inc.
|
0 | $0 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
0 | $0 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,804 | 6 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $5,224 | 16 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,722 | 16 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,027 | 18 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,755 | 18 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,138 | 5 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $11,407 | 48 | Shares | Sole | 2023-12-08 | |
| No filing history on record for this holder in this stock. | ||||||