Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$690,679
+$690,679 QoQ
Shares Held
2,452
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#413
of 761 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in LPLA
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$617,904
PutShares
2,054
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dockside LLC holds $5,279,721 across 8 Capital Markets names. LPLA ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
57,774 | $1,427,017 | |
| 2 | HUT |
Hut 8 Corp.
|
6,252 | $721,762 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,452 | $690,679 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,814 | $683,307 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,600 | $657,756 | |
| 6 | IREN |
IREN Ltd
|
10,042 | $459,220 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,828 | $420,229 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
8,026 | $219,751 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,679 | 2,452 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $617,904 | 2,054 | Put | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||