OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in LPLA — LPL Financial Holdings Inc.

CIK 714364 WILLIAMSVILLE, NY

Position in LPLA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$0

+$0 QoQ

Shares Held

0

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Financial Services · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $289,255 across 6 Capital Markets names. LPLA ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	875	$182,910
2	GS	Goldman Sachs Group Inc	101	$102,148
3	HOOD	Robinhood Markets, Inc.	21	$2,105
4	IBKR	Interactive Brokers Group, Inc.	24	$2,088
5	SCHW	Schwab Charles Corp	53	$4
6	LPLA	LPL Financial Holdings Inc. This page	0	$0

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$0	0	—	Shares	Sole	2026-08-07
2025-12-31	$0	0	—	Shares	Sole	2026-01-23
2025-09-30	$0	0	—	Shares	Sole	2025-11-04
2025-06-30	$0	0	—	Shares	Sole	2025-08-08
2025-03-31	$0	0	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.