Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$108,446
+$22,710 QoQ
Shares Held
385
+35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#604
of 764 holders
Holding Since
Dec 2024
7 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, 2026Graney & King, LLC holds $267,879 across 7 Capital Markets names. LPLA ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
385 | $108,446 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,129 | $104,172 | |
| 3 | GS |
Goldman Sachs Group Inc
|
50 | $50,568 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
38 | $3,810 | |
| 5 | ABTC |
American Bitcoin Corp.
|
76 | $773 | |
| 6 | SLNH |
Soluna Holdings, Inc
|
42 | $56 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
2 | $54 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,446 | 385 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $85,736 | 285 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $101,793 | 285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $94,816 | 285 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $52,120 | 139 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,424 | 93 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,365 | 93 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||