Lpl Financial Holdings shares owned by De Burlo Group
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by De Burlo Group
from 13F filings
Historical chart of De Burlo Group investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by De Burlo Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by De Burlo Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 1.0k | 332.69 |
| 2025-06-30 | $375k | 1.0k | 374.97 |
| 2025-03-31 | $327k | 1.0k | 327.14 |
| 2024-12-31 | $327k | 1.0k | 326.51 |
| 2024-06-30 | $210k | 750 | 279.30 |
| 2023-03-31 | $1.3M | 6.6k | 202.40 |