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Alps Advisors Inc

SEC CIK
0001376113
Latest filing
Jul 29, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Alps Advisors Inc, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of LPLA by Alps Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,309−100.0%Sold outHolders
Q2 20241,309$365.6K<0.1%−6−0.5%ReducedHolders
Q1 20241,315$347.4K<0.1%−15−1.1%ReducedHolders
Q4 20231,330$302.7K<0.1%−1,507−53.1%ReducedHolders
Q3 20232,837$674.2K<0.1%+725+34.3%AddedHolders
Q2 20232,112$459.2K<0.1%+458+27.7%AddedHolders
Q1 20231,654$334.8K<0.1%+1,654NewHolders
Q3 20220$00.0%−3,750−100.0%Sold outHolders
Q2 20223,750$692.0K<0.1%+985+35.6%AddedHolders
Q1 20222,765$505.0K<0.1%+230+9.1%AddedHolders
Q4 20212,535$406.0K<0.1%+410+19.3%AddedHolders
Q3 20212,125$333.0K<0.1%−30−1.4%ReducedHolders
Q2 20212,155$291.0K<0.1%+2,155NewHolders