Lpl Financial Holdings shares owned by Whittier Trust
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 35k | 314.73 |
| 2025-06-30 | $9.4M | 25k | 374.95 |
| 2025-03-31 | $8.0M | 24k | 327.12 |
| 2024-12-31 | $7.8M | 24k | 326.50 |
| 2024-09-30 | $5.3M | 23k | 232.62 |
| 2024-06-30 | $6.1M | 22k | 279.28 |
| 2024-03-31 | $5.5M | 21k | 264.18 |
| 2023-09-30 | $11k | 47 | 237.64 |
| 2023-03-31 | $41k | 201 | 202.40 |
| 2022-09-30 | $2.0k | 8 | 250.00 |
| 2022-06-30 | $1.0k | 8 | 125.00 |
| 2022-03-31 | $1.0k | 8 | 125.00 |
| 2019-12-31 | $5.0k | 51 | 98.04 |