Lpl Financial Holdings shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.7M | 9.1k | 300.83 |
| 2025-06-30 | $3.0M | 8.1k | 374.97 |
| 2025-03-31 | $2.1M | 6.4k | 327.14 |
| 2024-12-31 | $2.0M | 6.2k | 326.51 |
| 2024-09-30 | $1.4M | 6.2k | 232.63 |
| 2023-09-30 | $220k | 925 | 237.65 |