Lpl Financial Holdings shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 20k | 332.70 |
| 2025-06-30 | $7.6M | 20k | 374.97 |
| 2025-03-31 | $6.7M | 21k | 327.14 |
| 2024-12-31 | $6.8M | 21k | 326.50 |
| 2024-09-30 | $4.8M | 21k | 232.63 |
| 2024-06-30 | $5.8M | 21k | 279.30 |
| 2024-03-31 | $5.5M | 21k | 264.20 |
| 2023-12-31 | $4.8M | 21k | 227.62 |
| 2023-09-30 | $5.0M | 21k | 237.65 |
| 2023-06-30 | $4.5M | 21k | 217.44 |
| 2023-03-31 | $4.2M | 21k | 202.38 |
| 2022-12-31 | $4.5M | 21k | 216.14 |
| 2022-09-30 | $4.6M | 21k | 218.49 |
| 2022-06-30 | $3.9M | 21k | 184.49 |
| 2022-03-31 | $3.9M | 22k | 182.68 |
| 2021-12-31 | $3.4M | 22k | 160.09 |
| 2021-09-30 | $3.4M | 22k | 156.77 |
| 2021-06-30 | $2.9M | 22k | 134.98 |
| 2021-03-31 | $3.1M | 22k | 142.18 |
| 2020-12-31 | $2.3M | 22k | 104.23 |
| 2020-09-30 | $1.7M | 22k | 77.11 |
| 2020-06-30 | $1.7M | 22k | 76.75 |
| 2020-03-31 | $1.2M | 22k | 54.42 |
| 2019-12-31 | $2.1M | 22k | 92.24 |
| 2019-09-30 | $1.8M | 22k | 81.89 |
| 2019-06-30 | $1.8M | 22k | 81.58 |
| 2019-03-31 | $1.6M | 22k | 70.62 |
| 2018-12-31 | $1.4M | 23k | 61.10 |
| 2018-09-30 | $1.5M | 23k | 64.52 |
| 2018-06-30 | $1.5M | 23k | 65.55 |
| 2018-03-31 | $1.5M | 24k | 61.18 |
| 2017-12-31 | $1.2M | 19k | 61.24 |