Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$845
-$659 QoQ
Shares Held
3
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#744
of 761 holders
Holding Since
Dec 2025
3 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, 20261015 Capital Partners, LLC holds $406,774 across 9 Capital Markets names. LPLA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
238 | $240,706 | |
| 2 | MS |
Morgan Stanley
|
339 | $70,864 | |
| 3 | IREN |
IREN Ltd
|
1,050 | $48,016 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
322 | $19,181 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
206 | $17,930 | |
| 6 | SCHW |
Schwab Charles Corp
|
49 | $4,521 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
45 | $4,512 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
3 | $845 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845 | 3 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,504 | 5 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,428 | 4 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||