Lpl Financial Holdings shares owned by Pathstone Family Office
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.5M | 36k | 237.65 |
| 2023-06-30 | $7.5M | 35k | 217.43 |
| 2023-03-31 | $7.0M | 34k | 202.40 |
| 2022-12-31 | $2.6M | 34k | 76.90 |
| 2022-09-30 | $7.6M | 35k | 218.49 |
| 2022-06-30 | $6.6M | 36k | 184.50 |
| 2022-03-31 | $6.6M | 36k | 182.72 |
| 2021-12-31 | $6.0M | 37k | 160.05 |
| 2021-09-30 | $5.7M | 37k | 156.76 |
| 2021-06-30 | $4.7M | 35k | 134.98 |
| 2021-03-31 | $4.2M | 30k | 142.15 |
| 2020-12-31 | $2.9M | 27k | 104.24 |
| 2020-09-30 | $2.1M | 27k | 76.65 |
| 2020-06-30 | $2.1M | 27k | 78.37 |
| 2020-03-31 | $1.5M | 27k | 54.41 |
| 2019-12-31 | $16M | 17k | 922.47 |
| 2019-09-30 | $1.4M | 17k | 81.88 |
| 2019-06-30 | $1.4M | 17k | 81.59 |
| 2019-03-31 | $1.2M | 17k | 69.62 |