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Lpl Financial Holdings shares owned by XML Financial

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

Historical chart of XML Financial investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by XML Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $530k 2.3k 232.59
2024-06-30 $612k 2.2k 279.33
2024-03-31 $585k 2.2k 264.21
2023-09-30 $526k 2.2k 237.68
2023-06-30 $481k 2.2k 217.42
2023-03-31 $447k 2.2k 202.36
2022-12-31 $255k 1.2k 216.14
2022-09-30 $257k 1.2k 218.17
2022-06-30 $217k 1.2k 184.52
2022-03-31 $215k 1.2k 182.98