Lpl Financial Holdings shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 12k | 332.68 |
| 2025-06-30 | $4.3M | 12k | 374.96 |
| 2025-03-31 | $4.1M | 13k | 327.13 |
| 2024-12-31 | $4.1M | 13k | 326.52 |
| 2024-09-30 | $3.0M | 13k | 232.63 |
| 2024-06-30 | $3.8M | 14k | 279.30 |
| 2024-03-31 | $4.1M | 16k | 264.21 |
| 2023-12-31 | $3.6M | 16k | 227.63 |
| 2023-09-30 | $4.0M | 17k | 237.64 |
| 2023-06-30 | $3.6M | 17k | 217.43 |
| 2023-03-31 | $3.4M | 17k | 202.40 |
| 2022-09-30 | $3.7M | 17k | 218.51 |
| 2022-06-30 | $3.1M | 17k | 184.47 |
| 2022-03-31 | $3.0M | 17k | 182.71 |
| 2021-12-31 | $2.6M | 17k | 160.03 |
| 2021-09-30 | $2.6M | 16k | 156.74 |
| 2021-06-30 | $2.2M | 16k | 134.98 |
| 2021-03-31 | $2.3M | 16k | 142.15 |
| 2020-12-31 | $1.8M | 17k | 104.23 |
| 2020-09-30 | $1.3M | 17k | 76.67 |
| 2020-06-30 | $1.5M | 19k | 78.40 |
| 2020-03-31 | $994k | 18k | 54.41 |
| 2019-12-31 | $1.5M | 16k | 92.22 |
| 2019-09-30 | $1.3M | 16k | 81.91 |
| 2019-06-30 | $1.3M | 16k | 81.65 |
| 2019-03-31 | $377k | 11k | 34.06 |
| 2018-12-31 | $548k | 9.0k | 61.11 |
| 2018-09-30 | $8.5M | 450k | 18.82 |
| 2018-06-30 | $8.4M | 554k | 15.15 |
| 2018-03-31 | $490k | 8.2k | 59.95 |
| 2017-12-31 | $493k | 8.2k | 60.31 |
| 2017-09-30 | $451k | 8.5k | 53.25 |
| 2017-06-30 | $298k | 7.0k | 42.64 |
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