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Lpl Financial Holdings shares owned by Seven Mile Advisory

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

Historical chart of Seven Mile Advisory investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Seven Mile Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 616 332.54

More positions owned by Seven Mile Advisory

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares S&p 100 Etf Etf (OEF)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Value Etf Etf (DFIV)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Value ETF Etf (VTV)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Microsoft Corp Stock (MSFT)

View all positions for Seven Mile Advisory

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