Position in LPLA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$85,736
-$16,057 QoQ
Shares Held
285
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Graney & King, LLC holds $237,873 across 7 Capital Markets names. LPLA ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,129 | $106,103 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
285 | $85,736 | |
| 3 | GS |
Goldman Sachs Group Inc
|
50 | $42,299 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
38 | $2,633 | |
| 5 | ABTC |
American Bitcoin Corp.
|
1,136 | $1,049 | |
| 6 | SLNH |
Soluna Holdings, Inc
|
42 | $29 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
2 | $24 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||