Lpl Financial Holdings shares owned by Advisor OS
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $479k | 1.4k | 332.69 |
| 2025-06-30 | $636k | 1.7k | 374.97 |
| 2025-03-31 | $584k | 1.8k | 328.37 |
| 2024-12-31 | $635k | 1.9k | 326.51 |
| 2024-09-30 | $808k | 3.5k | 232.63 |
| 2024-06-30 | $1.4M | 5.1k | 279.30 |
| 2024-03-31 | $1.4M | 5.2k | 264.21 |
| 2023-12-31 | $1.1M | 4.7k | 227.62 |
| 2023-09-30 | $1.2M | 5.0k | 237.65 |
| 2023-06-30 | $1.0M | 4.8k | 217.44 |
| 2023-03-31 | $949k | 4.7k | 202.40 |
| 2022-12-31 | $928k | 4.3k | 216.17 |
| 2022-09-30 | $1.3M | 5.9k | 219.88 |
| 2022-06-30 | $997k | 5.4k | 184.81 |
| 2022-03-31 | $893k | 4.9k | 183.73 |
| 2021-12-31 | $694k | 4.4k | 158.82 |
| 2021-09-30 | $618k | 3.9k | 157.41 |
| 2021-06-30 | $443k | 3.3k | 134.02 |
| 2021-03-31 | $264k | 1.9k | 141.59 |