Position in LPLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$657,159
-$5,569 QoQ
Shares Held
2,333
+5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#418
of 761 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $37,284,165 across 5 Capital Markets names. LPLA ranks #3 (1.8% of the industry book) .
All Filings in LPLA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,159 | 2,333 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $662,728 | 2,203 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $819,705 | 2,295 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $726,594 | 2,184 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $748,065 | 1,995 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $740,644 | 2,264 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $757,176 | 2,319 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $461,770 | 1,985 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $401,074 | 1,436 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $412,680 | 1,562 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $304,783 | 1,339 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $313,698 | 1,320 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $277,875 | 1,278 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||