Lpl Financial Holdings shares owned by BFC Planning
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by BFC Planning
from 13F filings
Historical chart of BFC Planning investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by BFC Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.1M | 7.4k | 281.69 |
| 2026-03-31 | $1.8M | 6.1k | 300.23 |
| 2025-12-31 | $2.1M | 6.0k | 357.16 |
| 2025-09-30 | $2.0M | 5.9k | 332.71 |
| 2025-06-30 | $2.2M | 5.9k | 374.95 |
| 2025-03-31 | $1.9M | 5.7k | 326.79 |
| 2024-12-31 | $1.8M | 5.6k | 326.20 |