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Livermore
Livermore
ZHEN

MONECO Advisors, LLC

SEC CIK
0001765690
Latest filing
Aug 11, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by MONECO Advisors, 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 (Q2 2026)
1,353
Value
$381.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LPLA by MONECO Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,353$381.1K<0.1%−194−12.5%ReducedHolders
Q1 20261,547$465.5K<0.1%00.0%UnchangedHolders
Q4 20251,547$552.6K<0.1%+3+0.2%AddedHolders
Q3 20251,544$513.5K<0.1%−41−2.6%ReducedHolders
Q2 20251,585$594.4K0.1%−266−14.4%ReducedHolders
Q1 20251,851$605.5K0.1%−629−25.4%ReducedHolders
Q4 20242,480$809.9K0.1%+113+4.8%AddedHolders
Q3 20242,367$550.6K0.1%−29−1.2%ReducedHolders
Q2 20242,396$669.3K0.1%−20−0.8%ReducedHolders
Q1 20242,416$638.2K0.1%+498+26.0%AddedHolders
Q4 20231,918$436.6K0.1%+14+0.7%AddedHolders
Q3 20231,904$452.4K0.1%+26+1.4%AddedHolders
Q2 20231,878$408.3K0.1%+51+2.8%AddedHolders
Q1 20231,827$369.8K0.1%+63+3.6%AddedHolders
Q4 20221,764$381.2K0.1%+52+3.0%AddedHolders
Q3 20221,712$374.0K0.1%00.0%UnchangedHolders
Q2 20221,712$316.0K0.1%+1+0.1%AddedHolders
Q1 20221,711$313.0K0.1%00.0%UnchangedHolders
Q4 20211,711$296.0K0.1%−19−1.1%ReducedHolders
Q3 20211,730$271.0K0.1%+6+0.3%AddedHolders
Q2 20211,724$233.0K0.1%+50+3.0%AddedHolders
Q1 20211,674$238.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.