Pfs Investments »

Lpl Financial Holdings shares owned by Pfs Investments

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Pfs Investments from 13F filings

Historical chart of Pfs Investments investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Pfs Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lpl Financial Holdings by Pfs Investments

Quarter filed Position value Share count Share price at filing
2023-06-30 $13M 59k 217.42
2023-03-31 $10M 52k 190.72
2022-12-31 $12M 55k 216.16
2022-09-30 $11M 50k 218.48
2022-06-30 $8.5M 46k 184.47
2022-03-31 $7.4M 40k 182.69
2021-12-31 $5.6M 35k 160.08
2021-09-30 $4.9M 29k 167.07
2021-06-30 $3.1M 23k 137.85
2021-03-31 $1.8M 13k 142.15
2020-12-31 $1.2M 10k 116.79
2020-09-30 $593k 7.7k 76.69
2020-06-30 $452k 5.8k 78.46