Lpl Financial Holdings shares owned by Heron Bay Capital Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Heron Bay Capital Management
from 13F filings
Historical chart of Heron Bay Capital Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Heron Bay Capital Management 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 Heron Bay Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 80k | 332.69 |
| 2025-06-30 | $31M | 83k | 374.97 |
| 2025-03-31 | $28M | 84k | 327.14 |
| 2024-12-31 | $28M | 86k | 326.51 |
| 2024-09-30 | $22M | 96k | 232.63 |
| 2024-06-30 | $25M | 90k | 279.30 |
| 2024-03-31 | $24M | 90k | 264.20 |
| 2023-12-31 | $22M | 94k | 227.62 |
| 2023-09-30 | $23M | 95k | 237.65 |
| 2023-06-30 | $21M | 94k | 217.43 |
| 2023-03-31 | $14M | 71k | 202.40 |
| 2022-12-31 | $6.8M | 31k | 216.17 |
| 2022-09-30 | $4.0M | 18k | 218.48 |
| 2022-06-30 | $3.2M | 17k | 184.46 |
| 2022-03-31 | $4.4M | 24k | 182.68 |
| 2021-12-31 | $2.3M | 15k | 160.09 |
| 2021-09-30 | $2.2M | 14k | 156.74 |
| 2021-06-30 | $1.8M | 13k | 134.98 |
| 2021-03-31 | $1.7M | 12k | 142.20 |
| 2020-12-31 | $1.2M | 12k | 104.23 |
More positions owned by Heron Bay Capital Management
View all positions for Heron Bay Capital Management