Farther Finance Advisors, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in LPLA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$731,522

-$30,480 QoQ

Shares Held

2,597

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#405

of 761 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. LPLA ranks #7 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,716	$11,849,210
2	SCHW	Schwab Charles Corp	76,446	$7,053,672
3	MS	Morgan Stanley	30,785	$6,435,296
4	HOOD	Robinhood Markets, Inc.	31,675	$3,176,369
5	IREN	IREN Ltd	64,882	$2,967,053
6	IBKR	Interactive Brokers Group, Inc.	10,562	$919,316
7	LPLA	LPL Financial Holdings Inc. This page	2,597	$731,522
8	PIPR	Piper Sandler Companies	8,436	$610,260

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,522	2,597	+2.5%	Shares	Sole	2026-07-17
2026-03-31	$762,002	2,533	+300.8%	Shares	Sole	2026-04-07
2025-12-31	$225,731	632	+20.8%	Shares	Sole	2026-01-23
2025-09-30	$173,996	523	+41.4%	Shares	Sole	2025-10-14
2025-06-30	$138,738	370	-3.1%	Shares	Sole	2025-07-11
2025-03-31	$124,967	382	-11.6%	Shares	Sole	2025-04-14
2024-12-31	$141,052	432	+5.1%	Shares	Sole	2025-02-10
2024-09-30	$95,610	411	-1.2%	Shares	Sole	2024-10-29
2024-06-30	$116,188	416	+170.1%	Shares	Sole	2024-07-31
2024-03-31	$40,686	154	+32.8%	Shares	Sole	2024-05-14
2023-12-31	$26,403	116	+103.5%	Shares	Sole	2024-02-15
2023-09-30	$13,546	57	+78.1%	Shares	Sole	2023-11-14
2023-06-30	$6,957	32	+540.0%	Shares	Sole	2024-05-14
2023-03-31	$1,012	5	+150.0%	Shares	Sole	2024-05-14
2022-12-31	$432	2	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.