Dow shares owned by LPL Financial
Historical chart of LPL Financial investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dow by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 1.1M | 22.93 |
| 2025-06-30 | $31M | 1.2M | 26.48 |
| 2025-03-31 | $37M | 1.1M | 34.92 |
| 2024-12-31 | $39M | 976k | 40.13 |
| 2024-09-30 | $68M | 1.2M | 54.63 |
| 2024-06-30 | $63M | 1.2M | 53.05 |
| 2024-03-31 | $66M | 1.1M | 57.93 |
| 2023-09-30 | $66M | 1.3M | 51.56 |
| 2023-06-30 | $66M | 1.2M | 53.26 |
| 2023-03-31 | $65M | 1.2M | 54.82 |
| 2022-12-31 | $55M | 1.1M | 50.39 |
| 2022-09-30 | $44M | 999k | 43.93 |
| 2022-06-30 | $49M | 939k | 51.61 |
| 2022-03-31 | $57M | 890k | 63.72 |
| 2021-12-31 | $41M | 715k | 56.72 |
| 2021-09-30 | $33M | 571k | 57.56 |
| 2021-06-30 | $35M | 553k | 63.28 |
| 2021-03-31 | $25M | 386k | 63.94 |
| 2020-12-31 | $19M | 333k | 55.50 |
| 2020-09-30 | $16M | 338k | 47.05 |
| 2020-06-30 | $16M | 391k | 40.76 |
| 2020-03-31 | $11M | 389k | 29.24 |
| 2019-12-31 | $14M | 259k | 54.73 |
| 2019-09-30 | $10M | 218k | 47.65 |
| 2019-06-30 | $9.2M | 187k | 49.31 |