Lpl Financial Holdings shares owned by Pathstone Holdings
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Pathstone Holdings
from 13F filings
Historical chart of Pathstone Holdings investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Pathstone Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 34k | 332.71 |
| 2025-06-30 | $13M | 33k | 374.97 |
| 2025-03-31 | $12M | 37k | 327.14 |
| 2024-12-31 | $12M | 37k | 326.51 |
| 2024-09-30 | $8.5M | 36k | 232.63 |
| 2024-06-30 | $12M | 43k | 279.30 |
| 2024-03-31 | $11M | 42k | 264.20 |
| 2023-12-31 | $9.2M | 41k | 227.62 |