Lpl Financial Holdings shares owned by Greenleaf Trust
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Greenleaf Trust
from 13F filings
Historical chart of Greenleaf Trust investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Greenleaf Trust 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 Greenleaf Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 9.3k | 332.69 |
| 2025-06-30 | $3.5M | 9.3k | 374.97 |
| 2025-03-31 | $3.1M | 9.4k | 327.14 |
| 2024-12-31 | $3.1M | 9.3k | 326.51 |
| 2024-09-30 | $2.2M | 9.3k | 232.63 |
| 2023-12-31 | $432k | 1.9k | 227.62 |
| 2023-09-30 | $452k | 1.9k | 237.65 |
| 2023-06-30 | $413k | 1.9k | 217.43 |
| 2023-03-31 | $422k | 2.1k | 202.40 |
| 2022-12-31 | $453k | 2.1k | 216.23 |
| 2022-09-30 | $458k | 2.1k | 218.51 |
| 2022-06-30 | $391k | 2.1k | 184.61 |
| 2022-03-31 | $355k | 1.9k | 182.71 |
| 2021-12-31 | $274k | 1.7k | 159.86 |
| 2021-09-30 | $262k | 1.7k | 156.89 |
| 2021-06-30 | $225k | 1.7k | 134.73 |
| 2021-03-31 | $237k | 1.7k | 141.92 |
| 2020-03-31 | $233k | 4.3k | 54.49 |
| 2019-12-31 | $393k | 4.3k | 92.30 |
| 2019-09-30 | $349k | 4.3k | 81.96 |
| 2019-06-30 | $347k | 4.3k | 81.49 |
| 2019-03-31 | $297k | 4.3k | 69.75 |
| 2018-09-30 | $254k | 3.9k | 64.63 |