Lpl Financial Holdings shares owned by Family Wealth Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Family Wealth Partners
from 13F filings
Historical chart of Family Wealth Partners investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 106k | 332.69 |
| 2025-06-30 | $42M | 112k | 374.97 |
| 2025-03-31 | $37M | 112k | 327.14 |
| 2024-12-31 | $35M | 108k | 326.51 |
| 2024-09-30 | $34M | 148k | 232.63 |
| 2024-06-30 | $41M | 147k | 279.30 |
| 2024-03-31 | $39M | 147k | 264.20 |
| 2023-12-31 | $16M | 71k | 227.62 |