Lpl Financial Holdings shares owned by CBIZ Investment Advisory Services
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by CBIZ Investment Advisory Services
from 13F filings
Historical chart of CBIZ Investment Advisory Services investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by CBIZ Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.8k | 6 | 300.83 |
| 2025-12-31 | $2.9k | 8 | 357.13 |
| 2025-09-30 | $4.0k | 12 | 332.67 |
| 2025-06-30 | $1.9k | 5 | 375.00 |
More positions owned by CBIZ Investment Advisory Services
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