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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

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

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Quarterly 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