Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Natural Investments »

Lpl Financial Holdings shares owned by Natural Investments

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Natural Investments from 13F filings

Historical chart of Natural Investments investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Natural Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Lpl Financial Holdings by Natural Investments

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$230k	694	331.41
2025-06-30	$260k	695	374.10
2025-03-31	$211k	647	326.12
2024-12-31	$212k	651	325.65

More positions owned by Natural Investments

Berkshire Hathaway Inc Del Cl A (BRK.A)

Microsoft Corporation (MSFT)

Ishares Tr Esg Optimized (OEF)

NVIDIA Corporation (NVDA)

Alphabet Cap Stk Cl C (GOOG)

Tidal Trust I Adasina Social (FMKT)

Investment Managers Ser Tr I Axs Green Alpha (FPAS)

Etf Ser Solutions Us Vegan Climate (BGDV)

Ea Series Trust Stance Sustainab (QVAL)

Hannon Armstrong (HASI)

Home Depot (HD)

Manager Directed Portfolios Vert Glb Sust Re (SWP)

Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Natural Investments

Top funds holding Lpl Financial Holdings

Robeco Investment Management

Massachusetts Financial Services

Henderson Group

Capital World Investors

Kayne Anderson Rudnick Investment Management

Lone Pine Capital

Principal Financial Group

State Street Corporation

WCM Investment Management

Geode Capital Management

View all funds holding Lpl Financial Holdings

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z