Ares Financial Consulting
LPLA icon

Ares Financial Consulting’s LPL Financial LPLA Stock Holding History

Ares Financial Consulting’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.79K Hold
9
– – ﹤0.01% 819
2026
Q2 		$2.56K Hold
9
– – ﹤0.01% 848
2026
Q1 		$2.63K Hold
9
– – ﹤0.01% 798
2025
Q4 		$3.24K Buy
+9
New +$3.18K ﹤0.01% 572

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Ares Financial Consulting's LPLA Position: Q3 2026 in Review

Ares Financial Consulting held its LPL Financial (LPLA) position steady in Q3 2026 at 9 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Ares Financial Consulting first reported a position in LPLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.24K in Q4 2025. 443 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Ares Financial Consulting held 9 shares of LPL Financial worth $2.79K as of Q3 2026.
  • Ares Financial Consulting left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #819 holding.
  • Ares Financial Consulting first reported a position in LPL Financial in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's LPL Financial position peaked at $3.24K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.