Lpl Financial Holdings shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 21k | 374.54 |
| 2025-06-30 | $14M | 37k | 368.85 |
| 2025-03-31 | $13M | 40k | 327.14 |
| 2024-12-31 | $23M | 69k | 326.51 |
| 2024-09-30 | $16M | 70k | 232.63 |
| 2024-06-30 | $5.4M | 19k | 279.30 |
| 2024-03-31 | $15M | 57k | 269.47 |
| 2023-12-31 | $13M | 56k | 227.62 |
| 2023-09-30 | $4.0M | 17k | 237.65 |
| 2023-06-30 | $3.4M | 16k | 217.43 |
| 2023-03-31 | $3.1M | 15k | 202.40 |
| 2022-12-31 | $3.2M | 15k | 216.17 |
| 2022-09-30 | $3.8M | 18k | 218.48 |
| 2022-06-30 | $3.0M | 17k | 184.51 |
| 2022-03-31 | $1.8M | 10k | 182.70 |
| 2021-12-31 | $1.4M | 8.7k | 160.14 |
| 2021-09-30 | $1.3M | 8.4k | 156.72 |
| 2021-06-30 | $1.0M | 7.5k | 134.92 |
| 2021-03-31 | $877k | 6.2k | 142.23 |