Lpl Financial Holdings shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 8.4k | 332.68 |
| 2025-06-30 | $3.3M | 8.8k | 374.96 |
| 2025-03-31 | $2.8M | 8.6k | 327.15 |
| 2024-12-31 | $4.0M | 12k | 326.52 |
| 2024-09-30 | $3.6M | 16k | 232.63 |
| 2024-06-30 | $3.2M | 12k | 279.30 |
| 2024-03-31 | $3.1M | 12k | 264.19 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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