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ACT Advisors, LLC.

SEC CIK
0001842554
Latest filing
Jul 22, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by ACT 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of LPLA by ACT Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,900−100.0%Sold outHolders
Q3 20232,900$689.2K0.4%00.0%UnchangedHolders
Q2 20232,900$630.5K0.4%00.0%UnchangedHolders
Q1 20232,900$587.0K0.4%+1,899+189.7%AddedHolders
Q4 20221,001$216.4K0.1%−1−0.1%ReducedHolders
Q3 20221,002$219.0K0.2%+1,002NewHolders
Q1 20220$00.0%−2,000−100.0%Sold outHolders
Q4 20212,000$320.0K0.2%00.0%UnchangedHolders
Q3 20212,000$314.0K0.2%00.0%UnchangedHolders
Q2 20212,000$274.0K0.2%00.0%UnchangedHolders
Q1 20212,000$305.0K0.2%––Holders

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