Lpl Financial Holdings shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $252k | 672 | 374.71 |
| 2025-03-31 | $287k | 876 | 327.14 |
| 2024-12-31 | $272k | 834 | 326.67 |
| 2024-09-30 | $205k | 882 | 232.57 |
| 2023-12-31 | $1.2M | 5.4k | 227.61 |
| 2023-09-30 | $1.3M | 5.3k | 237.63 |
| 2023-06-30 | $1.1M | 5.3k | 217.43 |
| 2023-03-31 | $1.1M | 5.3k | 202.40 |
| 2022-12-31 | $1.1M | 5.0k | 216.18 |
| 2022-09-30 | $1.1M | 5.8k | 182.12 |
| 2022-06-30 | $890k | 4.8k | 184.53 |
| 2022-03-31 | $877k | 4.8k | 182.71 |
| 2021-12-31 | $761k | 4.8k | 160.01 |
| 2021-09-30 | $1.5M | 9.3k | 156.78 |
| 2021-06-30 | $1.2M | 9.2k | 134.96 |
| 2021-03-31 | $1.3M | 9.1k | 142.18 |
| 2020-12-31 | $941k | 9.0k | 104.25 |
| 2020-09-30 | $631k | 8.2k | 76.63 |
| 2020-06-30 | $644k | 8.2k | 78.45 |
| 2020-03-31 | $439k | 8.1k | 54.49 |
| 2019-12-31 | $1.5M | 17k | 92.24 |
| 2018-09-30 | $129k | 2.0k | 64.51 |
More positions owned by Financial Advocates Investment Management
View all positions for Financial Advocates Investment Management