Boulder Growth & Income Fund shares owned by LPL Financial
Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Boulder Growth & Income Fund
Tip: Access up to 7 years of quarterly data
All positions including Boulder Growth & Income Fund held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Boulder Growth & Income Fund by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 273k | 18.16 |
| 2025-06-30 | $4.2M | 236k | 17.68 |
| 2025-03-31 | $3.2M | 187k | 17.25 |
| 2024-12-31 | $3.1M | 191k | 16.02 |
| 2024-09-30 | $2.9M | 185k | 15.80 |
| 2024-06-30 | $2.0M | 140k | 14.55 |
| 2024-03-31 | $911k | 61k | 15.06 |
| 2023-09-30 | $804k | 62k | 12.98 |
| 2023-06-30 | $813k | 61k | 13.28 |
| 2023-03-31 | $774k | 63k | 12.28 |
| 2022-12-31 | $676k | 53k | 12.70 |
| 2022-09-30 | $596k | 55k | 10.88 |
| 2022-06-30 | $671k | 56k | 11.94 |
| 2022-03-31 | $875k | 59k | 14.84 |
| 2021-12-31 | $905k | 64k | 14.22 |
| 2021-09-30 | $669k | 51k | 13.10 |
| 2021-06-30 | $146k | 11k | 13.58 |
| 2020-03-31 | $109k | 12k | 9.21 |
| 2019-12-31 | $225k | 19k | 11.79 |
| 2019-09-30 | $178k | 16k | 11.21 |
| 2019-06-30 | $173k | 15k | 11.26 |
| 2019-03-31 | $205k | 19k | 10.79 |
| 2018-12-31 | $302k | 29k | 10.43 |
| 2018-09-30 | $447k | 40k | 11.21 |
| 2018-06-30 | $291k | 28k | 10.27 |
| 2018-03-31 | $292k | 27k | 10.77 |
| 2017-12-31 | $337k | 30k | 11.10 |
| 2017-03-31 | $1.1M | 120k | 9.26 |
| 2016-12-31 | $1.0M | 113k | 8.99 |
| 2016-09-30 | $890k | 108k | 8.27 |
| 2016-06-30 | $528k | 65k | 8.19 |
| 2016-03-31 | $1.1M | 139k | 7.70 |
| 2015-12-31 | $1.1M | 140k | 7.64 |
| 2015-09-30 | $517k | 68k | 7.61 |
| 2015-06-30 | $601k | 72k | 8.33 |
| 2015-03-31 | $645k | 76k | 8.52 |
| 2014-12-31 | $168k | 19k | 9.04 |
| 2014-09-30 | $115k | 13k | 8.69 |
| 2014-06-30 | $104k | 12k | 8.51 |
| 2014-03-31 | $108k | 13k | 8.17 |
| 2013-12-31 | $236k | 29k | 8.03 |
| 2012-12-31 | $489k | 75k | 6.48 |
| 2012-09-30 | $494k | 75k | 6.55 |