Lpl Financial Holdings shares owned by HighPoint Advisor
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by HighPoint Advisor
from 13F filings
Historical chart of HighPoint Advisor investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by HighPoint Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by HighPoint Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 3.3k | 357.22 |
| 2025-09-30 | $1.0M | 3.1k | 332.68 |
| 2025-06-30 | $923k | 2.5k | 374.94 |
| 2025-03-31 | $758k | 2.4k | 319.28 |
| 2024-12-31 | $778k | 2.1k | 362.36 |
| 2024-09-30 | $702k | 2.5k | 280.77 |
| 2024-06-30 | $531k | 2.4k | 221.71 |
| 2024-03-31 | $595k | 2.2k | 267.42 |
| 2023-12-31 | $584k | 2.2k | 262.47 |
| 2022-06-30 | $495k | 2.8k | 176.47 |
| 2021-09-30 | $357k | 2.3k | 156.92 |
| 2021-06-30 | $271k | 2.0k | 135.23 |
| 2021-03-31 | $294k | 2.0k | 146.71 |