Trust For Professional Man shares owned by LPL Financial
Quarter-by-quarter ownership of Trust For Professional Man (APIE) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Trust For Professional Man
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All positions including Trust For Professional Man held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Trust For Professional Man by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 1.2M | 35.49 |
| 2025-06-30 | $44M | 1.3M | 33.32 |
| 2025-03-31 | $14M | 464k | 30.06 |
| 2024-12-31 | $13M | 473k | 28.02 |
| 2024-09-30 | $15M | 490k | 30.74 |
| 2024-06-30 | $6.5M | 229k | 28.46 |
| 2024-03-31 | $313k | 11k | 28.29 |