Lpl Financial Holdings shares owned by Oliver Luxxe Assets
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Oliver Luxxe Assets
from 13F filings
Historical chart of Oliver Luxxe Assets investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Oliver Luxxe Assets
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 9.6k | 332.69 |
| 2025-06-30 | $3.4M | 9.1k | 374.97 |
| 2025-03-31 | $3.0M | 9.0k | 327.14 |
| 2024-12-31 | $2.9M | 8.8k | 326.51 |
| 2024-09-30 | $1.9M | 8.4k | 232.63 |
| 2024-06-30 | $2.3M | 8.2k | 279.30 |
| 2024-03-31 | $2.2M | 8.2k | 264.20 |
| 2023-12-31 | $1.9M | 8.2k | 227.62 |
| 2023-09-30 | $1.9M | 8.1k | 237.65 |
| 2023-06-30 | $1.2M | 5.3k | 217.43 |
| 2023-03-31 | $1.1M | 5.3k | 202.39 |
| 2022-12-31 | $1.1M | 5.2k | 216.17 |
| 2022-09-30 | $1.1M | 5.1k | 218.46 |
| 2022-06-30 | $1.7M | 9.4k | 184.50 |
| 2022-03-31 | $2.4M | 13k | 182.65 |
| 2021-12-31 | $2.5M | 16k | 156.75 |
| 2021-09-30 | $2.5M | 16k | 156.75 |
| 2021-06-30 | $2.0M | 15k | 135.01 |
| 2021-03-31 | $1.9M | 14k | 142.17 |
| 2020-12-31 | $1.6M | 14k | 116.83 |
| 2020-09-30 | $983k | 13k | 76.71 |
| 2020-06-30 | $962k | 12k | 78.43 |
| 2019-12-31 | $219k | 2.4k | 92.44 |