Lpl Financial Holdings shares owned by Counterpoint Mutual Funds
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Counterpoint Mutual Funds
from 13F filings
Historical chart of Counterpoint Mutual Funds investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Counterpoint Mutual Funds consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Counterpoint Mutual Funds
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $504k | 1.4k | 357.17 |
| 2025-06-30 | $417k | 1.1k | 374.97 |
| 2023-03-31 | $103k | 507 | 202.40 |
| 2022-09-30 | $109k | 500 | 218.00 |
| 2022-03-31 | $90k | 495 | 181.82 |