Lpl Financial Holdings shares owned by Caldwell Trust
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 7.9k | 332.69 |
| 2021-12-31 | $1.7M | 11k | 160.09 |
| 2021-09-30 | $1.7M | 11k | 156.76 |
| 2021-06-30 | $1.5M | 11k | 134.98 |
| 2021-03-31 | $1.7M | 12k | 142.16 |
| 2020-12-31 | $1.3M | 12k | 104.22 |
| 2020-09-30 | $967k | 13k | 76.67 |
| 2020-06-30 | $1.0M | 13k | 78.40 |
| 2020-03-31 | $730k | 13k | 54.43 |
| 2019-12-31 | $1.3M | 14k | 92.25 |