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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Quarterly reported holdings in Lpl Financial Holdings by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $522k | 1.6k | 332.68 |
| 2025-06-30 | $749k | 2.0k | 375.01 |
| 2025-03-31 | $661k | 2.0k | 327.08 |
| 2024-12-31 | $611k | 1.9k | 326.45 |
| 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 |