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Everpar Advisors LLC

SEC CIK
0002010410
Latest filing
Jul 9, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Everpar 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)
921
Value
$259.4K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of LPLA by Everpar Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026921$259.4K0.1%−85−8.4%ReducedHolders
Q1 20261,006$302.6K0.1%−381−27.5%ReducedHolders
Q4 20251,387$495.4K0.2%−659−32.2%ReducedHolders
Q3 20252,046$680.7K0.3%−155−7.0%ReducedHolders
Q2 20252,201$825.3K0.4%−11−0.5%ReducedHolders
Q1 20252,212$723.6K0.4%−220−9.0%ReducedHolders
Q4 20242,432$794.1K0.4%+3+0.1%AddedHolders
Q3 20242,429$565.1K0.3%−307−11.2%ReducedHolders
Q2 20242,736$764.2K0.4%+140+5.4%AddedHolders
Q1 20242,596$685.9K0.4%−2,064−44.3%ReducedHolders
Q4 20234,660$1.06M0.5%–No prior filingHolders