Ground Swell Capital »

Lpl Financial Holdings shares owned by Ground Swell Capital

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

Historical chart of Ground Swell Capital investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Ground Swell Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 809 332.69

More positions owned by Ground Swell Capital

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Astera Labs (ALAB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Mongodb Cl A (MDB)
NVR (NVR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Nutanix Cl A (NTNX)
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ)

View all positions for Ground Swell Capital

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings