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Lpl Financial Holdings shares owned by Everett Harris & Co

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Everett Harris & Co from 13F filings

Historical chart of Everett Harris & Co investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Everett Harris & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Everett Harris & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 591 357.17
2025-06-30 $222k 591 374.97