Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,084
-$957 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#659
of 764 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, 2026WealthCollab, LLC holds $295,450 across 15 Capital Markets names. LPLA ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112 | $113,273 | |
| 2 | EVR |
Evercore Inc.
|
238 | $81,262 | |
| 3 | OPY |
Oppenheimer Holdings Inc
|
300 | $31,662 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
50 | $14,084 | |
| 5 | BGC |
BGC Group, Inc.
|
1,148 | $12,272 | |
| 6 | GEMI |
Gemini Space Station, Inc.
|
1,639 | $6,982 | |
| 7 | HUT |
Hut 8 Corp.
|
57 | $6,580 | |
| 8 | PJT |
PJT Partners Inc.
|
41 | $6,188 |
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,084 | 50 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $15,041 | 50 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $17,858 | 50 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $16,634 | 50 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,748 | 50 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $16,357 | 50 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,325 | 50 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,631 | 50 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,703 | 24 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,340 | 24 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,462 | 24 | Shares | Defined | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||