Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$309,848
New position
Shares Held
1,100
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#517
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Veratis Advisors, Inc. holds $615,630 across 2 Capital Markets names. LPLA ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,100 | $309,848 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,314 | $305,782 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,848 | 1,100 | Shares | Other | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||