Lpl Financial Holdings shares owned by Neo Ivy Capital Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Neo Ivy Capital Management
from 13F filings
Historical chart of Neo Ivy Capital Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Neo Ivy Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Neo Ivy Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36k | 108 | 332.69 |
| 2025-06-30 | $153k | 408 | 374.97 |
| 2024-06-30 | $3.7M | 13k | 279.29 |
| 2023-09-30 | $479k | 2.0k | 237.60 |
| 2022-12-31 | $794k | 3.7k | 216.23 |
| 2021-09-30 | $85k | 1.1k | 78.34 |
| 2021-06-30 | $102k | 755 | 135.10 |
| 2021-03-31 | $51k | 361 | 141.27 |
| 2020-06-30 | $85k | 1.1k | 78.34 |
| 2019-03-31 | $803k | 12k | 69.61 |
| 2018-12-31 | $832k | 14k | 61.05 |
More positions owned by Neo Ivy Capital Management
View all positions for Neo Ivy Capital Management