Lpl Financial Holdings shares owned by Anchor Investment Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Anchor Investment Management
from 13F filings
Historical chart of Anchor Investment Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Anchor Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 10k | 332.68 |
| 2025-06-30 | $3.9M | 10k | 374.97 |
| 2025-03-31 | $3.2M | 9.8k | 327.14 |
| 2024-12-31 | $3.2M | 9.7k | 326.51 |
| 2024-09-30 | $2.2M | 9.7k | 232.63 |
| 2024-06-30 | $2.3M | 8.4k | 279.30 |
| 2024-03-31 | $2.0M | 7.7k | 264.20 |
| 2023-12-31 | $1.6M | 7.1k | 227.62 |
| 2023-09-30 | $773k | 3.3k | 237.65 |
| 2023-06-30 | $616k | 2.8k | 217.43 |
More positions owned by Anchor Investment Management
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