Lpl Financial Holdings shares owned by LVW Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.4k | 332.69 |
| 2025-06-30 | $1.4M | 3.7k | 374.97 |
| 2025-03-31 | $1.3M | 3.9k | 327.14 |
| 2024-12-31 | $1.4M | 4.2k | 326.51 |
| 2024-09-30 | $951k | 4.1k | 232.63 |
| 2024-06-30 | $1.0M | 3.6k | 279.30 |
| 2024-03-31 | $857k | 3.2k | 264.20 |
| 2023-12-31 | $725k | 3.2k | 227.62 |
| 2023-09-30 | $752k | 3.2k | 237.65 |
| 2023-06-30 | $761k | 3.5k | 217.43 |
| 2023-03-31 | $709k | 3.5k | 202.40 |
| 2022-12-31 | $773k | 3.6k | 216.17 |
| 2022-09-30 | $1.1M | 5.1k | 218.57 |
| 2022-06-30 | $976k | 5.3k | 184.50 |
| 2022-03-31 | $922k | 5.0k | 182.68 |
| 2021-12-31 | $890k | 5.6k | 160.16 |
| 2021-09-30 | $875k | 5.6k | 156.84 |
| 2021-06-30 | $737k | 5.5k | 135.03 |
| 2021-03-31 | $868k | 6.1k | 142.18 |