Healthequity shares owned by LPL Financial
Historical chart of LPL Financial investment in Healthequity
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Quarterly reported holdings in Healthequity by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 145k | 94.77 |
| 2025-06-30 | $4.1M | 39k | 104.76 |
| 2025-03-31 | $3.5M | 42k | 84.09 |
| 2024-12-31 | $4.2M | 42k | 99.66 |
| 2024-09-30 | $3.1M | 38k | 81.85 |
| 2024-06-30 | $3.0M | 35k | 86.20 |
| 2024-03-31 | $3.0M | 36k | 81.63 |
| 2023-09-30 | $2.6M | 36k | 73.41 |
| 2023-06-30 | $2.1M | 33k | 63.14 |
| 2023-03-31 | $2.2M | 37k | 58.71 |
| 2022-12-31 | $2.6M | 43k | 61.44 |
| 2022-09-30 | $2.8M | 41k | 67.16 |
| 2022-06-30 | $2.5M | 40k | 61.26 |
| 2022-03-31 | $2.6M | 39k | 67.38 |
| 2021-12-31 | $1.5M | 34k | 44.15 |
| 2021-09-30 | $2.2M | 34k | 64.86 |
| 2021-06-30 | $2.4M | 30k | 80.49 |
| 2021-03-31 | $1.6M | 23k | 67.99 |
| 2020-12-31 | $1.5M | 22k | 69.69 |
| 2020-09-30 | $1.1M | 22k | 51.36 |
| 2020-06-30 | $1.3M | 22k | 58.67 |
| 2020-03-31 | $977k | 19k | 50.58 |
| 2019-12-31 | $1.6M | 22k | 73.75 |
| 2019-09-30 | $1.2M | 22k | 57.16 |
| 2019-06-30 | $1.4M | 22k | 65.18 |
| 2019-03-31 | $1.2M | 17k | 74.03 |
| 2018-12-31 | $1.0M | 17k | 59.67 |
| 2018-09-30 | $1.6M | 17k | 94.41 |
| 2018-06-30 | $1.3M | 17k | 75.12 |
| 2018-03-31 | $1.0M | 17k | 60.55 |
| 2017-12-31 | $783k | 17k | 46.81 |
| 2017-09-30 | $845k | 17k | 50.52 |
| 2017-06-30 | $2.2M | 43k | 49.82 |
| 2017-03-31 | $826k | 20k | 41.75 |
| 2016-12-31 | $889k | 22k | 40.21 |
| 2016-09-30 | $989k | 26k | 37.58 |
| 2016-06-30 | $809k | 27k | 30.29 |
| 2016-03-31 | $339k | 14k | 25.14 |
| 2015-09-30 | $603k | 21k | 29.34 |
| 2015-06-30 | $237k | 7.6k | 31.18 |