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Lakeland Financial Corporation shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Financial Corporation held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $437k 7.1k 61.45
2025-03-31 $458k 7.7k 59.44
2024-12-31 $502k 7.3k 68.76
2024-09-30 $481k 7.4k 65.12
2024-06-30 $424k 6.9k 61.52

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Lakeland Financial Corporation

BlackRock
Neuberger Berman Group
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Silvercrest Asset Management Group
Victory Capital Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Neumeier Poma Investment Counsel
Nfj Investment Group
Btim
Northern Trust
Hanna Zanoni

View all funds holding Lakeland Financial Corporation