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Lpl Financial Holdings shares owned by Perfromance Wealth Partners

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Perfromance Wealth Partners from 13F filings

Historical chart of Perfromance Wealth Partners investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Perfromance Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 839 332.69