Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$135,206
-$8,289 QoQ
Shares Held
480
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#593
of 761 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, 2026WPG Advisers, LLC holds $907,504 across 22 Capital Markets names. LPLA ranks #4 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
946 | $197,751 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,905 | $191,033 | |
| 3 | GS |
Goldman Sachs Group Inc
|
149 | $150,694 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
480 | $135,206 | |
| 5 | SCHW |
Schwab Charles Corp
|
545 | $50,287 | |
| 6 | IREN |
IREN Ltd
|
764 | $34,937 | |
| 7 | HUT |
Hut 8 Corp.
|
284 | $32,786 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
826 | $25,366 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,206 | 480 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $143,495 | 477 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $171,798 | 481 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $160,689 | 483 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $182,235 | 486 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $166,841 | 510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $181,866 | 557 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||