Lpl Financial Holdings shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.8k | 332.70 |
| 2025-06-30 | $1.8M | 4.8k | 374.98 |
| 2025-03-31 | $1.6M | 4.8k | 327.15 |
| 2024-12-31 | $4.5M | 14k | 326.51 |
| 2024-09-30 | $3.2M | 14k | 232.63 |
| 2024-06-30 | $3.8M | 14k | 279.30 |
| 2024-03-31 | $3.6M | 14k | 264.20 |
| 2023-12-31 | $4.6M | 20k | 227.62 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners