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
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Lateef Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Lateef Investment Management
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