Position in LPLA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$475,311
-$88,660 QoQ
Shares Held
1,580
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
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)
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $475,311 | 1,580 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $563,971 | 1,579 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $525,317 | 1,579 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $591,702 | 1,578 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $516,226 | 1,578 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $514,906 | 1,577 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||