Lpl Financial Holdings shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $253k | 899 | 281.70 |
| 2021-06-30 | $1.0k | 6 | 166.67 |
| 2021-03-31 | $999 | 7 | 142.86 |
| 2020-12-31 | $1.0k | 8 | 125.00 |
| 2020-09-30 | $31k | 400 | 77.50 |
| 2020-06-30 | $31k | 400 | 77.50 |
| 2020-03-31 | $23k | 431 | 53.36 |
| 2019-12-31 | $1.0k | 8 | 125.00 |
| 2019-09-30 | $999 | 12 | 83.33 |
| 2019-06-30 | $999 | 12 | 83.33 |
| 2019-03-31 | $2.0k | 24 | 83.33 |
More positions owned by Patriot Financial Group Insurance Agency
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