Lpl Financial Holdings shares owned by Birch Financial Group
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Birch Financial Group
from 13F filings
Historical chart of Birch Financial Group investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Birch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 667 | 332.58 |
| 2025-06-30 | $249k | 663 | 375.20 |
| 2025-03-31 | $216k | 660 | 327.03 |
| 2024-12-31 | $234k | 717 | 326.32 |
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