Lpl Financial Holdings shares owned by Systematic Alpha Investments
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Systematic Alpha Investments
from 13F filings
Historical chart of Systematic Alpha Investments investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Systematic Alpha Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Systematic Alpha Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 760 | 332.69 |
| 2025-06-30 | $285k | 760 | 374.97 |
| 2025-03-31 | $249k | 760 | 327.14 |
| 2024-12-31 | $248k | 760 | 326.51 |
| 2024-06-30 | $212k | 760 | 279.30 |
| 2024-03-31 | $201k | 760 | 264.20 |
| 2023-09-30 | $181k | 760 | 237.65 |
| 2023-06-30 | $165k | 760 | 217.43 |
| 2023-03-31 | $154k | 760 | 202.40 |
| 2021-09-30 | $125k | 760 | 164.47 |
| 2021-06-30 | $110k | 760 | 144.74 |
| 2021-03-31 | $108k | 759 | 142.29 |
| 2020-12-31 | $79k | 759 | 104.08 |
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