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Lpl Financial Holdings shares owned by Fil

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

Historical chart of Fil investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Fil

Quarter filed Position value Share count Share price at filing
2025-09-30 $184k 552 332.69
2025-06-30 $206k 550 374.97
2025-03-31 $56k 172 327.14
2024-12-31 $55k 167 326.51
2024-09-30 $39k 169 232.63
2024-06-30 $39k 141 279.30
2024-03-31 $25k 93 264.20
2023-09-30 $15k 61 237.66
2023-06-30 $40M 182k 217.43
2023-03-31 $43M 212k 202.40
2022-12-31 $48M 220k 216.17
2022-09-30 $59M 271k 218.48
2022-06-30 $55M 296k 184.48
2022-03-31 $60M 331k 182.68