Lpl Financial Holdings shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 10k | 332.68 |
| 2025-06-30 | $2.5M | 6.6k | 374.95 |
| 2025-03-31 | $2.2M | 6.7k | 327.12 |
| 2024-12-31 | $595k | 1.8k | 326.60 |
| 2018-03-31 | $15k | 15k | 1.00 |
| 2017-12-31 | $13k | 215 | 60.47 |