Position in LPLA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$58,060
+$57,346 QoQ
Shares Held
193
+9550.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ABOUND FINANCIAL, LLC holds $351,008 across 11 Capital Markets names. LPLA ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,173 | $110,238 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,031 | $79,733 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
193 | $58,060 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
400 | $38,164 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
1,067 | $19,686 | |
| 6 | WULF |
Terawulf Inc.
|
1,030 | $14,862 | |
| 7 | HUT |
Hut 8 Corp.
|
240 | $11,258 | |
| 8 | SBET |
Sharplink, Inc.
|
1,487 | $9,591 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,060 | 193 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $714 | 2 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $654 | 2 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||