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Lpl Financial Holdings shares owned by Btim

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Btim from 13F filings

Historical chart of Btim investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Btim consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Btim

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 680 332.69
2025-06-30 $255k 680 374.97
2015-12-31 $9.3M 217k 42.65
2015-09-30 $15M 374k 39.77
2015-06-30 $19M 398k 46.49
2015-03-31 $6.8M 154k 43.84
2014-12-31 $6.9M 154k 44.54
2014-09-30 $2.4M 51k 46.06
2014-06-30 $2.6M 52k 49.72
2014-03-31 $2.7M 52k 52.54
2013-12-31 $2.5M 53k 47.06