Duckhorn Portfolio shares owned by LPL Financial
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $362k | 62k | 5.81 |
| 2024-06-30 | $513k | 72k | 7.10 |
| 2024-03-31 | $602k | 65k | 9.31 |