Position in LPLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,816
-$1,997 QoQ
Shares Held
10
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#713
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, 2026Sachetta, LLC holds $344,627 across 10 Capital Markets names. LPLA ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
799 | $167,022 | |
| 2 | GS |
Goldman Sachs Group Inc
|
156 | $157,773 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
96 | $8,355 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
57 | $3,395 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
10 | $2,816 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
43 | $2,149 | |
| 7 | SF |
Stifel Financial Corp
|
30 | $2,093 | |
| 8 | EVR |
Evercore Inc.
|
2 | $682 |
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,816 | 10 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $4,813 | 16 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $5,714 | 16 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,323 | 16 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $5,999 | 16 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $3,925 | 12 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $3,918 | 12 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $2,791 | 12 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,234 | 8 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $792 | 3 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $682 | 3 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||