Lpl Financial Holdings shares owned by WP Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by WP Advisors
from 13F filings
Historical chart of WP Advisors investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by WP Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 642 | 332.90 |
| 2025-06-30 | $241k | 642 | 374.90 |
| 2025-03-31 | $223k | 681 | 327.35 |