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Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Everett Harris & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2025
Holdings of LPLA by Everett Harris & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−591−100.0%Sold outHolders
Q4 2025591$211.1K<0.1%+591NewHolders
Q3 20250$00.0%−591−100.0%Sold outHolders
Q2 2025591$221.6K<0.1%+591NewHolders