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Lpl Financial Holdings shares owned by Third View Private Wealth

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Third View Private Wealth from 13F filings

Historical chart of Third View Private Wealth investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Third View Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Third View Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 4.6k 300.83
2025-12-31 $1.1M 3.0k 357.17

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View all positions for Third View Private Wealth

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Capital World Investors
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Samlyn Capital
Geode Capital Management
Barrow, Hanley, Mewhinney & Strauss
Alliancebernstein

View all funds holding Lpl Financial Holdings