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Perella Weinberg Partners shares owned by LPL Financial

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Perella Weinberg Partners

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All positions including Perella Weinberg Partners held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 16k 21.32
2025-06-30 $283k 15k 19.42
2025-03-31 $282k 15k 18.40
2024-12-31 $1.3M 55k 23.84
2024-09-30 $864k 45k 19.31
2024-06-30 $904k 56k 16.25
2024-03-31 $783k 55k 14.13