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Lpl Financial Holdings shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Donaldson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.5M 28k 300.83