Level Four Advisory Services’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Other funds holding LPLA
JT
SC
Level Four Advisory Services's LPLA Position: Q2 2026 in Review
Level Four Advisory Services opened a new position in LPL Financial (LPLA) in Q2 2026: 732 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in LPLA as recently as Q1 2023.
Level Four Advisory Services first reported a position in LPLA in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Level Four Advisory Services held 732 shares of LPL Financial worth $206K as of Q2 2026.
- LPL Financial was a new Level Four Advisory Services position in Q2 2026.
- LPL Financial made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #892 holding.
- Level Four Advisory Services first reported a position in LPL Financial in Q1 2022 and has held it in 6 quarters since.
- Level Four Advisory Services's LPL Financial position peaked at $1.24M in Q3 2022.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.