Position in LPLA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,105
-$395 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,105 | 7 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,500 | 7 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $30,274 | 91 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,122 | 91 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||