Skip to main content

Stelac Advisory Services LLC

SEC CIK
0001519676
Latest filing
Aug 10, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Stelac Advisory Services LLC, 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 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2022
Holdings of LPLA by Stelac Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−3,437−100.0%Sold outHolders
Q2 20233,437$747.3K0.3%−197−5.4%ReducedHolders
Q1 20233,634$735.5K0.3%−25−0.7%ReducedHolders
Q4 20223,659$791.0K0.4%+199+5.8%AddedHolders
Q3 20223,460$756.0K0.3%+974+39.2%AddedHolders
Q2 20222,486$459.0K0.2%+2,486NewHolders