Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Lpl Financial Holdings shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 17k 357.18
2025-09-30 $4.6M 14k 332.69

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Microsoft Corporation (MSFT)
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Spdr Series Trust State Street Spd (SJNK)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Capital World Investors
Robeco Investment Management
Henderson Group
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Samlyn Capital
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Lpl Financial Holdings