Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$372,944
+$15,090 QoQ
Shares Held
1,324
+20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#489
of 761 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026111 Capital holds $1,843,696 across 4 Capital Markets names. LPLA ranks #2 (20.2% of the industry book) .
All Filings in LPLA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,944 | 1,324 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $357,854 | 1,096 | Shares | Sole | 2025-03-18 | |
| No filing history on record for this holder in this stock. | ||||||