Fortis shares owned by LPL Financial
Historical chart of LPL Financial investment in Fortis
Tip: Access up to 7 years of quarterly data
All positions including Fortis held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fortis by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 60k | 50.74 |
| 2025-06-30 | $2.6M | 55k | 47.73 |
| 2025-03-31 | $2.4M | 52k | 45.58 |
| 2024-12-31 | $2.1M | 51k | 41.57 |
| 2024-09-30 | $2.2M | 49k | 45.44 |
| 2024-06-30 | $1.9M | 49k | 38.84 |
| 2024-03-31 | $1.9M | 47k | 39.51 |
| 2023-09-30 | $1.8M | 47k | 37.99 |
| 2023-06-30 | $1.9M | 45k | 43.09 |
| 2023-03-31 | $1.4M | 34k | 42.53 |
| 2022-12-31 | $1.2M | 31k | 40.04 |
| 2022-09-30 | $1.1M | 29k | 38.00 |
| 2022-06-30 | $1.3M | 27k | 47.26 |
| 2022-03-31 | $1.1M | 23k | 49.52 |
| 2021-12-31 | $941k | 20k | 48.25 |
| 2021-09-30 | $309k | 7.0k | 44.31 |
| 2021-06-30 | $290k | 6.6k | 44.19 |
| 2021-03-31 | $241k | 5.6k | 43.31 |
| 2020-12-31 | $440k | 11k | 40.80 |
| 2020-09-30 | $410k | 10k | 40.89 |
| 2020-06-30 | $350k | 9.2k | 38.05 |
| 2020-03-31 | $342k | 8.9k | 38.57 |
| 2019-12-31 | $381k | 9.2k | 41.52 |
| 2019-09-30 | $292k | 6.9k | 42.35 |
| 2019-06-30 | $240k | 6.1k | 39.44 |
| 2019-03-31 | $219k | 5.9k | 37.06 |
| 2018-06-30 | $225k | 7.1k | 31.88 |
| 2018-03-31 | $287k | 8.5k | 33.83 |
| 2016-12-31 | $275k | 9.0k | 30.70 |