Position in LPLA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$259,427
-$43,207 QoQ
Shares Held
921
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#538
of 761 holders
Holding Since
Dec 2023
11 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, 2026EVERPAR ADVISORS LLC holds $3,793,821 across 6 Capital Markets names. LPLA ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,253 | $1,267,246 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
9,021 | $785,187 | |
| 3 | MS |
Morgan Stanley
|
3,691 | $771,566 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,568 | $421,489 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,881 | $288,906 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
921 | $259,427 |
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,427 | 921 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $302,634 | 1,006 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $495,394 | 1,387 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $680,683 | 2,046 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $825,308 | 2,201 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $723,633 | 2,212 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $794,072 | 2,432 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $565,058 | 2,429 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $764,164 | 2,736 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $685,863 | 2,596 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,060,709 | 4,660 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||