Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$52,674
-$3,581 QoQ
Shares Held
187
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#624
of 761 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $160,480 across 4 Capital Markets names. LPLA ranks #2 (32.8% of the industry book) .
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,674 | 187 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $56,255 | 187 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $66,790 | 187 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $62,213 | 187 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $70,119 | 187 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||