Lpl Financial Holdings shares owned by WJ Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $665k | 2.0k | 332.69 |
| 2025-06-30 | $750k | 2.0k | 374.97 |
| 2025-03-31 | $654k | 2.0k | 327.14 |
| 2024-12-31 | $653k | 2.0k | 326.51 |
| 2024-09-30 | $465k | 2.0k | 232.63 |
| 2024-06-30 | $559k | 2.0k | 279.30 |
| 2024-03-31 | $528k | 2.0k | 264.20 |
| 2023-12-31 | $455k | 2.0k | 227.62 |
| 2023-09-30 | $475k | 2.0k | 237.65 |
| 2023-06-30 | $435k | 2.0k | 217.43 |
| 2023-03-31 | $202k | 1.0k | 202.40 |
| 2022-12-31 | $432k | 2.0k | 216.17 |
| 2022-09-30 | $874k | 4.0k | 218.50 |
| 2022-06-30 | $738k | 4.0k | 184.50 |
| 2022-03-31 | $365k | 2.0k | 182.50 |
| 2021-12-31 | $320k | 2.0k | 160.00 |
| 2021-09-30 | $314k | 2.0k | 157.00 |
| 2021-06-30 | $270k | 2.0k | 135.00 |
| 2021-03-31 | $284k | 2.0k | 142.00 |
| 2020-12-31 | $208k | 2.0k | 104.00 |
| 2020-06-30 | $314k | 4.0k | 78.50 |