Veratis Advisors, Inc.

SEC CIK: 0002111807
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Veratis Advisors, Inc., 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): 1,100
Value: $309.8K
% of portfolio: 0.2%
Quarters held: 1; Since Q2 2026

Holdings of LPLA by Veratis Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,100	$309.8K	0.2%	–	No prior filing	Holders