Wilkerson Advisory Group LLC

SEC CIK: 0002079661
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Wilkerson Advisory Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q2 2026): 30
Value: $8.45K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of LPLA by Wilkerson Advisory Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30	$8.45K	<0.1%	−12−28.6%	Reduced	Holders
Q1 2026	42	$12.6K	<0.1%	−850−95.3%	Reduced	Holders
Q4 2025	892	$318.6K	0.1%	–	No prior filing	Holders