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Lpl Financial Holdings shares owned by Presidio Capital Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Presidio Capital Management from 13F filings

Historical chart of Presidio Capital Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Presidio Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Presidio Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $761k 2.3k 332.69
2022-09-30 $262k 1.2k 218.70
2022-06-30 $203k 1.1k 184.38
2022-03-31 $202k 1.1k 182.48

More positions owned by Presidio Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Glb X Mlp Enrg I (MLPX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Acwi Ex Us (ACWX)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Presidio Capital Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings