Annis Gardner Whiting Capital Advisors, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1998414
TAMPA, FL
Position in LPLA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,804
-$339 QoQ
Shares Held
6
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
Mar 2024
6 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $7,374,415 across 3 Capital Markets names.
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,804 | 6 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,143 | 6 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,996 | 6 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,249 | 6 | Shares | Sole | 2025-08-11 | |
| 2024-06-30 | $38,543 | 138 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,459 | 138 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||