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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

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All positions including Lpl Financial Holdings held by De Burlo Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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