Lpl Financial Holdings shares owned by Everpar Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Everpar Advisors
from 13F filings
Historical chart of Everpar Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Everpar Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $495k | 1.4k | 357.17 |
| 2025-09-30 | $681k | 2.0k | 332.69 |
| 2025-06-30 | $825k | 2.2k | 374.97 |
| 2025-03-31 | $724k | 2.2k | 327.14 |
| 2024-12-31 | $794k | 2.4k | 326.51 |
| 2024-09-30 | $565k | 2.4k | 232.63 |
| 2024-06-30 | $764k | 2.7k | 279.30 |
| 2024-03-31 | $686k | 2.6k | 264.20 |
| 2023-12-31 | $1.1M | 4.7k | 227.62 |