Lpl Financial Holdings shares owned by Sterling Group Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Sterling Group Wealth Management
from 13F filings
Historical chart of Sterling Group Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Sterling Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 5.8k | 357.17 |
| 2025-09-30 | $2.0M | 6.0k | 332.69 |
| 2025-06-30 | $2.2M | 6.0k | 374.97 |
| 2025-03-31 | $2.1M | 6.5k | 327.14 |
| 2024-12-31 | $2.1M | 6.6k | 326.51 |
| 2024-09-30 | $1.5M | 6.6k | 232.63 |
| 2024-06-30 | $1.9M | 6.6k | 279.30 |
| 2023-12-31 | $1.5M | 6.7k | 227.62 |
| 2023-09-30 | $1.6M | 6.9k | 237.65 |
| 2023-06-30 | $1.5M | 7.0k | 217.43 |
| 2023-03-31 | $1.4M | 7.0k | 202.40 |
| 2022-12-31 | $1.5M | 6.9k | 216.17 |
More positions owned by Sterling Group Wealth Management
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