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Lpl Financial Holdings shares owned by Winmill & Co

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Winmill & Co from 13F filings

Historical chart of Winmill & Co investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Winmill & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Winmill & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 49k 332.69
2025-06-30 $18M 49k 374.97
2024-12-31 $16M 49k 326.51
2024-09-30 $11M 49k 232.63
2024-03-31 $6.5M 25k 264.20
2023-09-30 $5.9M 25k 237.65