Fidelity fund shares owned by LPL Financial
Historical chart of LPL Financial investment in Fidelity fund
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All positions including Fidelity fund held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity fund by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 284k | 31.28 |
| 2025-06-30 | $6.9M | 235k | 29.34 |
| 2025-03-31 | $4.6M | 172k | 26.65 |
| 2024-12-31 | $311k | 13k | 24.21 |
| 2024-09-30 | $341k | 13k | 26.55 |
| 2024-06-30 | $346k | 14k | 25.17 |
| 2024-03-31 | $332k | 13k | 25.43 |
| 2023-09-30 | $248k | 11k | 22.83 |
| 2023-06-30 | $218k | 9.4k | 23.29 |
| 2022-03-31 | $1.0M | 43k | 23.46 |