Lpl Financial Holdings shares owned by Cumberland Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Cumberland Partners
from 13F filings
Historical chart of Cumberland Partners investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Cumberland Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Lpl Financial Holdings by Cumberland Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $626k | 2.8k | 227.62 |
2023-09-30 | $475k | 2.0k | 237.65 |
2023-03-31 | $911k | 4.5k | 202.40 |
2022-12-31 | $1.2M | 5.5k | 216.17 |
2022-09-30 | $983k | 4.5k | 218.44 |