Lpl Financial Holdings shares owned by Sanchez Wealth Management Group
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Sanchez Wealth Management Group
from 13F filings
Historical chart of Sanchez Wealth Management Group investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Sanchez Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $562k | 1.7k | 332.61 |
| 2025-06-30 | $633k | 1.7k | 375.01 |
| 2025-03-31 | $552k | 1.7k | 327.11 |
| 2024-12-31 | $551k | 1.7k | 326.58 |
| 2024-09-30 | $384k | 1.7k | 232.60 |
| 2024-06-30 | $461k | 1.6k | 279.23 |
| 2024-03-31 | $435k | 1.6k | 264.18 |
| 2023-12-31 | $374k | 1.6k | 227.62 |
| 2023-09-30 | $375k | 1.6k | 237.62 |
| 2023-06-30 | $343k | 1.6k | 217.40 |
| 2023-03-31 | $319k | 1.6k | 202.45 |
| 2022-12-31 | $340k | 1.6k | 216.17 |
| 2022-09-30 | $343k | 1.6k | 218.33 |
| 2022-06-30 | $277k | 1.5k | 184.42 |
| 2022-03-31 | $274k | 1.5k | 182.67 |
| 2021-12-31 | $240k | 1.5k | 160.21 |
| 2021-09-30 | $234k | 1.5k | 156.52 |
| 2021-03-31 | $202k | 1.4k | 142.25 |
More positions owned by Sanchez Wealth Management Group
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