Lpl Financial Holdings shares owned by Clark Wealth Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Clark Wealth Partners
from 13F filings
Historical chart of Clark Wealth Partners investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Clark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $36k | 100 | 357.17 |
| 2025-09-30 | $36k | 100 | 357.17 |
| 2025-06-30 | $53k | 140 | 374.97 |
| 2025-03-31 | $46k | 140 | 327.14 |
| 2024-12-31 | $46k | 140 | 326.51 |