Toast shares owned by LPL Financial
Historical chart of LPL Financial investment in Toast
Tip: Access up to 7 years of quarterly data
All positions including Toast held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Toast by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.8M | 219k | 35.51 |
| 2025-09-30 | $9.1M | 250k | 36.51 |
| 2025-06-30 | $8.1M | 183k | 44.29 |
| 2025-03-31 | $4.5M | 135k | 33.17 |
| 2024-12-31 | $4.3M | 118k | 36.45 |
| 2024-09-30 | $3.5M | 125k | 28.31 |
| 2024-06-30 | $3.9M | 152k | 25.77 |
| 2024-03-31 | $3.4M | 137k | 24.92 |
| 2023-09-30 | $2.0M | 107k | 18.73 |
| 2023-06-30 | $1.6M | 70k | 22.57 |
| 2023-03-31 | $1.0M | 58k | 17.75 |
| 2022-12-31 | $763k | 42k | 18.03 |
| 2022-09-30 | $500k | 30k | 16.72 |
| 2022-06-30 | $253k | 20k | 12.95 |
| 2021-12-31 | $513k | 15k | 34.73 |
| 2021-09-30 | $589k | 12k | 49.95 |