Lpl Financial Holdings shares owned by Y-Intercept
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Y-Intercept
from 13F filings
Historical chart of Y-Intercept investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Y-Intercept 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 Y-Intercept
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $7.5M | 27k | 281.68 |
| 2025-09-30 | $245k | 735 | 332.69 |
| 2025-06-30 | $2.0M | 5.4k | 374.97 |
| 2024-03-31 | $648k | 2.5k | 264.20 |
| 2023-03-31 | $400k | 2.0k | 202.40 |
| 2021-12-31 | $375k | 2.3k | 160.05 |