Lpl Financial Holdings shares owned by Burney Co/
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Burney Co/
from 13F filings
Historical chart of Burney Co/ investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Burney Co/ consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Burney Co/
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 31k | 332.69 |
| 2025-06-30 | $11M | 30k | 374.97 |
| 2024-09-30 | $1.4M | 5.8k | 232.63 |