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Golden State Equity Partners »

Lpl Financial Holdings shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Golden State Equity Partners

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$563	2	281.50
2026-03-31	$601	2	300.50
2024-09-30	$39k	167	232.62

More positions owned by Golden State Equity Partners

Invesco Qqq Tr Uit Exchange Traded (QQQ)

Ishares Core S&p 500 Uit Exchange Traded (IVV)

Ishares 20 Year Uit Exchange Traded (TLTW)

Ishares 0-3 Month Uit Exchange Traded (SGOV)

Janus Henderson Aaa Clo Uit Exchange Traded (JAAA)

Ishares Russell Mid-cap Uit Exchange Traded (IWP)

Vanguard Short-term Uit Exchange Traded (VGSH)

Vanguard Small-cap Uit Exchange Traded (VBK)

Vanguard Ftse All-world Uit Exchange Traded (VEU)

Invesco Senior Loan Etf Uit Exchange Traded (BKLN)

Ishares Gold Trust Uit Exchange Traded (IAU)

Ishares Floating Rate Uit Exchange Traded (FLOT)

Vanguard Uit Exchange Traded (BIV)

Ishares Broad Usd High Uit Exchange Traded (USHY)

State Street Blackstone Uit Exchange Traded (SRLN)

View all positions for Golden State Equity Partners

Top funds holding Lpl Financial Holdings

Robeco Investment Management

Vanguard Portfolio Management

Henderson Group

Vanguard Capital Management

Principal Financial Group

Capital World Investors

State Street Corporation

WCM Investment Management

Goldman Sachs Group

Geode Capital Management

Massachusetts Financial Services

View all funds holding Lpl Financial Holdings

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