Lpl Financial Holdings shares owned by Concorde Asset Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Concorde Asset Management
from 13F filings
Historical chart of Concorde Asset Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Concorde Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $712k | 2.3k | 312.13 |
| 2025-03-31 | $584k | 1.8k | 318.84 |
| 2024-12-31 | $648k | 2.0k | 326.49 |
| 2024-09-30 | $504k | 2.2k | 232.62 |
| 2024-06-30 | $614k | 2.2k | 279.28 |
| 2024-03-31 | $581k | 2.2k | 264.24 |
| 2023-12-31 | $604k | 2.7k | 227.64 |
| 2023-09-30 | $638k | 2.7k | 237.69 |
| 2023-06-30 | $581k | 2.7k | 217.39 |