Lpl Financial Holdings shares owned by Spahn Wealth & Retirement
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Spahn Wealth & Retirement
from 13F filings
Historical chart of Spahn Wealth & Retirement investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Spahn Wealth & Retirement consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Spahn Wealth & Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $461k | 1.4k | 332.69 |
| 2025-06-30 | $520k | 1.4k | 374.97 |
| 2025-03-31 | $453k | 1.4k | 327.14 |
| 2024-12-31 | $457k | 1.4k | 326.51 |