Position in PIPR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,719,087
-$134,188 QoQ
Shares Held
23,764
-1.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#151
of 414 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $35,003,731 across 6 Capital Markets names. PIPR ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
84,606 | $17,686,038 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,272 | $14,434,272 | |
| 3 | PIPR |
Piper Sandler Companies
This page
|
23,764 | $1,719,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
7,365 | $679,568 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,778 | $278,577 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
732 | $206,189 |
All Filings in PIPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,719,087 | 23,764 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,853,275 | 24,210 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,740,674 | 5,124 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,814,410 | 5,229 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,407,210 | 5,063 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,127,595 | 4,553 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $307,448 | 1,025 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||