Lpl Financial Holdings shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 932 | 332.69 |
| 2025-06-30 | $355k | 946 | 375.00 |
| 2025-03-31 | $364k | 1.1k | 327.14 |
| 2024-12-31 | $341k | 1.0k | 326.51 |
| 2024-09-30 | $217k | 933 | 232.63 |
| 2024-06-30 | $230k | 822 | 279.30 |
| 2023-06-30 | $2.9M | 13k | 217.43 |