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Lpl Financial Holdings shares owned by Seven Grand Managers

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Seven Grand Managers from 13F filings

Historical chart of Seven Grand Managers investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Seven Grand Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Seven Grand Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3M 25k 332.69
2025-06-30 $19M 50k 374.97
2025-03-31 $16M 50k 327.14