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Lpl Financial Holdings shares owned by Lateef Investment Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Lateef Investment Management from 13F filings

Historical chart of Lateef Investment Management investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Lateef Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Lateef Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $850k 2.6k 332.69
2025-06-30 $958k 2.6k 374.97