Question 1

Does LPL Financial own ALTS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 44,059 shares of ALTS (AI Financial), worth $25,779.

Question 2

How many shares of ALTS does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 44,059 shares of ALTS (AI Financial).

Question 3

What is LPL Financial's ALTS position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's ALTS position is worth $25,779.

Question 4

Is LPL Financial buying or selling ALTS?

Accepted Answer

In Q2 2026, LPL Financial reduced its ALTS position by 1,070 shares (-2.4%).

Question 5

When did LPL Financial first buy ALTS?

Accepted Answer

LPL Financial first reported ALTS in its Q3 2023 13F and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	44,059	-2.4%	$25,779	0.0%	$0.59	0
2026-Q1	Increased	45,129	+1.5%	$50,093	0.0%	$1.11	14
2025-Q4	Increased	44,479	+11.1%	$48,927	0.0%	$1.10	15
2025-Q3	New	40,049	—	$107,732	0.0%	$2.69	33