Lpl Financial Holdings shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $288k | 806 | 357.17 |
| 2025-09-30 | $381k | 1.1k | 332.69 |
| 2025-06-30 | $635k | 1.7k | 374.97 |
| 2025-03-31 | $687k | 2.1k | 327.14 |
| 2024-12-31 | $683k | 2.1k | 326.51 |
| 2024-09-30 | $482k | 2.1k | 232.63 |
| 2024-06-30 | $13M | 45k | 279.30 |
| 2024-03-31 | $12M | 45k | 264.20 |
| 2023-12-31 | $9.7M | 42k | 227.62 |
| 2023-09-30 | $10M | 42k | 237.65 |
| 2023-06-30 | $8.8M | 41k | 217.43 |
| 2023-03-31 | $8.0M | 40k | 202.40 |
| 2022-12-31 | $8.5M | 39k | 216.17 |
| 2022-09-30 | $12M | 53k | 218.48 |
| 2022-06-30 | $11M | 58k | 184.48 |
| 2022-03-31 | $11M | 61k | 182.67 |
| 2021-12-31 | $11M | 68k | 160.09 |
| 2021-09-30 | $11M | 68k | 156.77 |
| 2021-06-30 | $9.7M | 72k | 134.98 |
| 2021-03-31 | $10M | 73k | 142.16 |
| 2020-12-31 | $9.3M | 90k | 104.22 |
| 2020-09-30 | $7.1M | 92k | 76.67 |
| 2020-06-30 | $7.0M | 89k | 78.40 |