Lpl Financial Holdings shares owned by Hm Payson & Co
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Hm Payson & Co
from 13F filings
Historical chart of Hm Payson & Co investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Hm Payson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.7k | 332.69 |
| 2025-06-30 | $2.8M | 7.6k | 374.97 |
| 2025-03-31 | $2.5M | 7.6k | 327.14 |
| 2024-12-31 | $2.6M | 7.8k | 326.51 |
| 2024-09-30 | $2.0M | 8.5k | 232.63 |
| 2024-06-30 | $58M | 208k | 279.30 |
| 2024-03-31 | $52M | 195k | 264.20 |
| 2023-12-31 | $22M | 95k | 227.62 |
| 2023-09-30 | $54M | 229k | 237.65 |
| 2022-09-30 | $11k | 50 | 220.00 |
| 2022-06-30 | $9.0k | 50 | 180.00 |