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Lpl Financial Holdings shares owned by Empowered Funds

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Empowered Funds from 13F filings

Historical chart of Empowered Funds investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Empowered Funds

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 39k 332.69
2025-06-30 $6.5M 17k 374.97
2025-03-31 $3.8M 12k 327.14
2024-12-31 $4.0M 12k 326.51
2024-09-30 $3.3M 14k 232.63
2024-06-30 $2.7M 9.6k 279.30
2024-03-31 $1.3M 4.8k 264.20
2022-12-31 $3.2M 15k 216.17
2022-09-30 $3.1M 14k 218.49