Carriage Services shares owned by LPL Financial
Quarter-by-quarter ownership of Carriage Services (CSV) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Carriage Services
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Quarterly reported holdings in Carriage Services by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 63k | 42.30 |
| 2025-09-30 | $2.7M | 60k | 44.54 |
| 2025-06-30 | $2.8M | 61k | 45.74 |
| 2025-03-31 | $5.3M | 136k | 38.75 |
| 2024-12-31 | $2.5M | 62k | 39.85 |
| 2024-09-30 | $1.9M | 59k | 32.83 |
| 2024-06-30 | $1.5M | 54k | 26.84 |
| 2024-03-31 | $1.5M | 54k | 27.04 |
| 2023-09-30 | $1.2M | 44k | 28.25 |
| 2023-06-30 | $1.4M | 43k | 32.47 |
| 2023-03-31 | $1.3M | 43k | 30.52 |
| 2018-09-30 | $279k | 13k | 21.53 |
| 2018-06-30 | $370k | 15k | 24.54 |
| 2018-03-31 | $417k | 15k | 27.69 |
| 2017-12-31 | $408k | 16k | 25.73 |
| 2017-09-30 | $446k | 17k | 25.60 |
| 2017-06-30 | $529k | 20k | 26.95 |
| 2017-03-31 | $579k | 22k | 26.78 |
| 2016-12-31 | $613k | 22k | 28.53 |
| 2016-09-30 | $516k | 22k | 23.58 |
| 2016-06-30 | $529k | 23k | 23.46 |
| 2016-03-31 | $968k | 45k | 21.66 |
| 2015-12-31 | $960k | 41k | 23.49 |
| 2015-09-30 | $446k | 20k | 21.86 |
| 2015-06-30 | $443k | 19k | 23.94 |
| 2015-03-31 | $436k | 19k | 23.57 |
| 2014-12-31 | $497k | 24k | 20.93 |
| 2014-09-30 | $434k | 25k | 17.32 |
| 2014-06-30 | $434k | 25k | 17.11 |
| 2014-03-31 | $461k | 25k | 18.26 |
| 2013-12-31 | $493k | 25k | 19.52 |
| 2013-09-30 | $492k | 26k | 19.22 |
| 2013-06-30 | $434k | 26k | 16.95 |
| 2012-12-31 | $339k | 25k | 13.46 |
| 2012-09-30 | $245k | 25k | 9.66 |
| 2011-12-31 | $161k | 29k | 5.60 |
| 2011-09-30 | $180k | 30k | 5.92 |