Lpl Financial Holdings shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone Wealth Management investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Tyler-Stone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $344k | 918 | 374.82 |
| 2025-03-31 | $287k | 877 | 327.16 |
| 2024-12-31 | $352k | 1.1k | 326.63 |
| 2024-09-30 | $241k | 1.0k | 232.57 |
| 2024-06-30 | $145k | 518 | 279.50 |
| 2024-03-31 | $137k | 518 | 264.30 |
| 2023-12-31 | $118k | 518 | 227.62 |
| 2023-09-30 | $135k | 568 | 237.68 |
| 2023-06-30 | $124k | 568 | 218.31 |
| 2022-12-31 | $96k | 445 | 215.73 |
| 2022-09-30 | $91k | 418 | 217.70 |
| 2022-06-30 | $75k | 405 | 185.19 |
| 2022-03-31 | $74k | 405 | 182.72 |
| 2021-12-31 | $63k | 391 | 161.13 |
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