Lpl Financial Holdings shares owned by Riverpoint Wealth Management Holdings
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Riverpoint Wealth Management Holdings
from 13F filings
Historical chart of Riverpoint Wealth Management Holdings investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Riverpoint Wealth Management Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Riverpoint Wealth Management Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 1.5k | 332.63 |
| 2025-06-30 | $579k | 1.5k | 375.08 |
| 2025-03-31 | $505k | 1.5k | 327.18 |
| 2024-12-31 | $503k | 1.5k | 326.48 |
| 2024-09-30 | $358k | 1.5k | 232.70 |
| 2024-06-30 | $429k | 1.5k | 279.37 |
| 2024-03-31 | $406k | 1.5k | 264.16 |
| 2023-12-31 | $349k | 1.5k | 227.62 |
| 2023-09-30 | $364k | 1.5k | 237.65 |
| 2023-06-30 | $333k | 1.5k | 217.43 |
| 2023-03-31 | $310k | 1.5k | 202.40 |
| 2022-12-31 | $331k | 1.5k | 216.17 |
| 2022-09-30 | $335k | 1.5k | 218.67 |
| 2022-06-30 | $283k | 1.5k | 184.73 |
| 2022-03-31 | $280k | 1.5k | 182.77 |
| 2021-12-31 | $245k | 1.5k | 159.92 |
| 2021-09-30 | $240k | 1.5k | 156.66 |
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