Lpl Financial Holdings shares owned by Gibbs Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Gibbs Wealth Management
from 13F filings
Historical chart of Gibbs Wealth Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Gibbs Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Gibbs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 1.8k | 332.70 |
| 2025-06-30 | $807k | 2.2k | 375.00 |
| 2025-03-31 | $700k | 2.1k | 327.14 |
| 2024-12-31 | $551k | 1.7k | 326.51 |
| 2024-09-30 | $332k | 1.4k | 232.63 |
| 2024-06-30 | $347k | 1.2k | 279.30 |