Position in LPLA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$202,759
-$789,102 QoQ
Shares Held
674
-75.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OV Management LLC holds $82,530 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
823 | $82,530 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,759 | 674 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $991,861 | 2,777 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $923,880 | 2,777 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,041,291 | 2,777 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,289,980 | 7,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||