J. W. Coons Advisors, LLC

SEC CIK: 0001536139
Latest filing: Aug 5, 2025

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by J. W. Coons Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overview All 13F holders of LPLA Full Q2 2025 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2024

Holdings of LPLA by J. W. Coons Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−770−100.0%	Sold out	Holders
Q1 2024	770	$203.4K	<0.1%	+770	New	Holders