ARMSTRONG ADVISORY GROUP, INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1932952
NEEDHAM, MA
Position in LPLA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,535
-$172 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#718
of 761 holders
Holding Since
Jun 2025
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, 2026ARMSTRONG ADVISORY GROUP, INC holds $962,048 across 9 Capital Markets names. LPLA ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
563 | $569,401 | |
| 2 | MS |
Morgan Stanley
|
1,638 | $342,407 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
500 | $15,355 | |
| 4 | IREN |
IREN Ltd
|
247 | $11,295 | |
| 5 | TW |
Tradeweb Markets Inc.
|
101 | $10,065 | |
| 6 | OPY |
Oppenheimer Holdings Inc
|
60 | $6,332 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
9 | $2,535 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
50 | $2,499 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,535 | 9 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,707 | 9 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,214 | 9 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,994 | 9 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,374 | 9 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||