Lpl Financial Holdings shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $466k | 1.4k | 332.69 |
| 2025-06-30 | $525k | 1.4k | 374.97 |
| 2025-03-31 | $457k | 1.4k | 327.14 |
| 2024-12-31 | $450k | 1.4k | 326.51 |
| 2020-12-31 | $9.0k | 85 | 105.88 |
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