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Lpl Financial Holdings shares owned by Gillson Capital

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

Historical chart of Gillson Capital investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Gillson Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.6M 22k 300.82
2025-03-31 $4.1M 13k 327.12
2023-03-31 $12M 60k 202.40
2022-06-30 $2.0M 11k 184.48
2021-12-31 $2.0M 13k 160.08
2021-09-30 $9.6M 61k 156.77
2020-12-31 $7.2M 69k 104.22
2020-06-30 $15M 197k 78.40
2020-03-31 $13M 243k 54.43
2019-12-31 $7.6M 83k 92.25
2019-09-30 $5.5M 67k 81.90