Position in LPLA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$201,856
-$37,804 QoQ
Shares Held
671
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $2,771,005 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
999 | $1,010,358 | |
| 2 | IREN |
IREN Ltd
|
8,529 | $390,030 | |
| 3 | MS |
Morgan Stanley
|
1,817 | $379,825 | |
| 4 | SNEX |
StoneX Group Inc.
|
3,962 | $312,958 | |
| 5 | MRX |
Marex Group Ltd
|
4,562 | $278,053 | |
| 6 | SF |
Stifel Financial Corp
|
3,299 | $230,170 | |
| 7 | NMR |
Nomura Holdings Inc
|
19,318 | $169,611 |
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,856 | 671 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $239,660 | 671 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $221,238 | 665 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $243,730 | 650 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $208,715 | 638 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $216,149 | 662 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $268,686 | 962 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $245,441 | 929 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $201,289 | 847 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||