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Lpl Financial Holdings shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital Strategies investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 10k 332.69
2025-06-30 $3.8M 10k 374.97
2025-03-31 $3.3M 10k 327.14
2024-12-31 $3.3M 10k 326.51
2024-09-30 $2.3M 10k 232.63
2024-03-31 $2.7M 10k 264.20
2023-12-31 $2.3M 10k 227.62
2023-09-30 $2.4M 10k 237.65
2023-06-30 $2.2M 10k 217.43
2023-03-31 $2.0M 10k 202.40
2022-12-31 $2.2M 10k 216.17
2022-09-30 $2.2M 10k 218.50
2022-06-30 $1.9M 10k 184.54
2022-03-31 $2.0M 10k 201.08
2021-12-31 $1.6M 10k 160.04
2021-09-30 $1.6M 10k 156.76
2021-06-30 $1.4M 10k 134.95
2021-03-31 $1.4M 10k 142.12
2020-12-31 $1.0M 10k 104.17
2020-09-30 $803k 10k 79.97
2020-06-30 $787k 10k 78.38
2020-03-31 $547k 10k 54.48
2019-12-31 $926k 10k 92.22
2019-09-30 $822k 10k 81.86
2019-06-30 $820k 10k 81.67
2019-03-31 $699k 10k 69.61
2018-12-31 $613k 10k 61.05
2018-09-30 $648k 10k 64.54
2018-06-30 $658k 10k 65.53
2018-03-31 $613k 10k 61.05
2017-12-31 $574k 10k 57.17
2017-09-30 $534k 10k 53.18
2017-06-30 $428k 10k 42.63
2017-03-31 $388k 10k 38.80
2016-12-31 $356k 10k 35.60
2016-09-30 $299k 10k 29.90

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Spdr Series Trust Bloomberg 3-12 M (BILS)
RBB Us Treas 3 Mnth (TBIL)
3M Company (MMM)

View all positions for Retirement Capital Strategies

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