Lpl Financial Holdings shares owned by Fidelis Capital Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Fidelis Capital Partners
from 13F filings
Historical chart of Fidelis Capital Partners investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Fidelis Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 970 | 332.69 |
| 2025-06-30 | $340k | 897 | 378.74 |
| 2025-03-31 | $250k | 795 | 314.54 |
| 2024-12-31 | $246k | 676 | 364.15 |
| 2024-03-31 | $581k | 685 | 848.04 |