Lpl Financial Holdings shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $4.3M | 14k | 305.81 |
| 2026-06-30 | $545k | 1.9k | 281.65 |
| 2026-03-31 | $208k | 690 | 300.86 |
| 2025-12-31 | $268k | 751 | 357.18 |
| 2024-09-30 | $336k | 1.4k | 232.65 |
| 2024-06-30 | $1.9M | 6.7k | 279.31 |
| 2024-03-31 | $1.7M | 6.5k | 264.20 |