Lpl Financial Holdings shares owned by Ellevest
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Ellevest
from 13F filings
Historical chart of Ellevest investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Ellevest consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Ellevest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 667 | 332.88 |
| 2025-06-30 | $340k | 906 | 374.97 |
| 2023-03-31 | $69k | 340 | 202.40 |
| 2022-12-31 | $67k | 308 | 216.17 |
| 2022-09-30 | $49k | 223 | 219.73 |
| 2022-06-30 | $79k | 426 | 185.45 |
| 2022-03-31 | $3.0k | 14 | 214.29 |
| 2021-12-31 | $16k | 98 | 163.27 |
| 2021-09-30 | $3.0k | 18 | 166.67 |
| 2021-06-30 | $3.0k | 19 | 157.89 |
| 2021-03-31 | $7.0k | 46 | 152.17 |
| 2020-12-31 | $1.0k | 6 | 166.67 |
| 2020-09-30 | $0 | 6 | 0.00 |
| 2020-06-30 | $0 | 6 | 0.00 |
| 2020-03-31 | $1.0k | 11 | 90.91 |
| 2019-12-31 | $1.0k | 11 | 90.91 |