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
Tip: Access up to 7 years of quarterly data
All positions including Perella Weinberg Partners held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |