Lpl Financial Holdings shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $705k | 2.1k | 332.75 |
| 2025-06-30 | $765k | 2.3k | 336.93 |
| 2025-03-31 | $742k | 2.3k | 327.18 |
| 2024-12-31 | $571k | 1.7k | 326.55 |
| 2024-09-30 | $402k | 1.7k | 232.66 |
| 2024-06-30 | $478k | 1.7k | 279.32 |