National Beverage shares owned by LPL Financial
Quarter-by-quarter ownership of National Beverage (FIZZ) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in National Beverage
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Quarterly reported holdings in National Beverage by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $639k | 17k | 36.92 |
| 2025-06-30 | $706k | 16k | 43.24 |
| 2025-03-31 | $684k | 17k | 41.54 |
| 2024-12-31 | $730k | 17k | 42.67 |
| 2024-09-30 | $373k | 7.9k | 46.94 |
| 2024-06-30 | $256k | 5.0k | 51.24 |
| 2024-03-31 | $209k | 4.4k | 47.46 |
| 2023-09-30 | $218k | 4.6k | 47.02 |
| 2022-12-31 | $232k | 5.0k | 46.53 |
| 2021-12-31 | $233k | 5.1k | 45.25 |
| 2021-09-30 | $238k | 4.5k | 52.56 |
| 2021-06-30 | $211k | 4.5k | 47.25 |
| 2021-03-31 | $235k | 4.8k | 48.82 |
| 2020-12-31 | $208k | 2.5k | 84.86 |
| 2020-06-30 | $449k | 7.4k | 61.07 |
| 2019-12-31 | $217k | 4.3k | 50.93 |
| 2018-12-31 | $371k | 5.2k | 71.72 |
| 2018-09-30 | $510k | 4.4k | 116.65 |
| 2018-06-30 | $564k | 5.3k | 106.84 |
| 2018-03-31 | $449k | 5.0k | 89.02 |
| 2017-12-31 | $1.1M | 11k | 97.47 |
| 2017-09-30 | $1.5M | 12k | 124.06 |
| 2017-06-30 | $1.0M | 11k | 93.60 |
| 2017-03-31 | $473k | 5.6k | 84.48 |
| 2016-12-31 | $271k | 5.3k | 50.94 |
| 2016-09-30 | $229k | 5.1k | 44.53 |
| 2016-06-30 | $1.8M | 29k | 61.81 |
| 2016-03-31 | $2.0M | 45k | 44.12 |
| 2015-12-31 | $2.1M | 49k | 42.99 |