Activest Wealth Management
- SEC CIK
- 0001883134
- Latest filing
- Jul 16, 2026
LPLA holding history
LPL Financial Holdings Inc. in every 13F filed by Activest Wealth Management, 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 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −12−100.0% | Sold out | Holders |
| Q3 2025 | 12 | $3.99K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 12 | $4.50K | <0.1% | +11+1,100.0% | Added | Holders |
| Q1 2025 | 1 | $327 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 1 | $327 | <0.1% | +1 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −23−100.0% | Sold out | Holders |
| Q1 2024 | 23 | $6.08K | <0.1% | +23 | New | Holders |