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Continuum Advisory, LLC

SEC CIK
0001846532
Latest filing
Aug 6, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Continuum Advisory, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2024
Holdings of LPLA by Continuum Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−4−100.0%Sold outHolders
Q1 20254$1.31K<0.1%00.0%UnchangedHolders
Q4 20244$1.31K<0.1%00.0%UnchangedHolders
Q3 20244$1.26K<0.1%+1+33.3%AddedHolders
Q2 20243$838<0.1%00.0%UnchangedHolders
Q1 20243$794<0.1%+3NewHolders