Lpl Financial Holdings shares owned by Berger Financial Group
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 706 | 332.75 |
| 2025-06-30 | $269k | 718 | 375.03 |
| 2025-03-31 | $257k | 785 | 327.19 |
| 2024-12-31 | $265k | 810 | 326.55 |
| 2024-09-30 | $203k | 874 | 232.66 |
| 2024-03-31 | $214k | 810 | 264.22 |
| 2023-12-31 | $204k | 897 | 227.64 |
| 2023-09-30 | $215k | 905 | 237.70 |
| 2023-06-30 | $201k | 924 | 217.47 |