Lpl Financial Holdings shares owned by Pettee Investors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Pettee Investors
from 13F filings
Historical chart of Pettee Investors investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Pettee Investors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Pettee Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $496k | 1.5k | 332.69 |
| 2025-06-30 | $559k | 1.5k | 374.97 |