Position in LPLA
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$1,504
-$281 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Aspect Partners, LLC holds $149,705 across 11 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
64 | $64,726 | |
| 2 | MS |
Morgan Stanley
|
138 | $28,847 | |
| 3 | BMNR |
Bitmine Immersion Technologies, Inc.
|
895 | $11,912 | |
| 4 | HUT |
Hut 8 Corp.
|
100 | $11,544 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
75 | $7,521 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
228 | $6,233 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
89 | $5,574 | |
| 8 | IREN |
IREN Ltd
|
121 | $5,533 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,504 | 5 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $1,785 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,663 | 5 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||