Hldgs shares owned by LPL Financial
Historical chart of LPL Financial investment in Hldgs
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All positions including Hldgs held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 257k | 96.50 |
| 2025-06-30 | $19M | 242k | 79.63 |
| 2025-03-31 | $17M | 246k | 69.05 |
| 2024-12-31 | $16M | 169k | 97.10 |
| 2024-09-30 | $7.0M | 124k | 57.06 |
| 2024-06-30 | $5.4M | 110k | 48.66 |
| 2024-03-31 | $7.6M | 158k | 47.88 |
| 2023-09-30 | $7.0M | 166k | 42.30 |
| 2023-06-30 | $8.8M | 161k | 54.87 |
| 2023-03-31 | $6.7M | 151k | 44.25 |
| 2022-12-31 | $6.8M | 179k | 37.70 |
| 2022-09-30 | $5.7M | 174k | 32.53 |
| 2022-06-30 | $6.5M | 184k | 35.42 |
| 2022-03-31 | $7.0M | 151k | 46.36 |
| 2021-12-31 | $7.1M | 161k | 43.78 |
| 2021-09-30 | $8.1M | 170k | 47.57 |
| 2021-06-30 | $8.5M | 162k | 52.29 |
| 2021-03-31 | $8.7M | 150k | 57.54 |
| 2020-12-31 | $3.9M | 90k | 43.25 |
| 2020-09-30 | $3.0M | 85k | 34.75 |
| 2020-06-30 | $5.0M | 145k | 34.61 |
| 2020-03-31 | $887k | 28k | 31.56 |
| 2019-12-31 | $3.1M | 36k | 88.09 |
| 2019-09-30 | $2.8M | 31k | 88.40 |
| 2019-06-30 | $2.6M | 29k | 87.56 |
| 2019-03-31 | $2.2M | 28k | 79.76 |
| 2018-12-31 | $1.9M | 23k | 83.73 |
| 2018-09-30 | $1.5M | 17k | 89.08 |
| 2018-06-30 | $1.4M | 20k | 69.72 |
| 2018-03-31 | $1.3M | 18k | 69.46 |
| 2017-12-31 | $986k | 15k | 67.37 |
| 2017-09-30 | $591k | 9.7k | 60.93 |
| 2017-06-30 | $404k | 5.4k | 75.33 |
| 2016-12-31 | $477k | 6.6k | 72.64 |
| 2016-09-30 | $824k | 15k | 53.70 |
| 2016-06-30 | $566k | 14k | 39.31 |
| 2016-03-31 | $1.0M | 19k | 55.56 |
| 2015-12-31 | $1.6M | 30k | 55.06 |
| 2015-09-30 | $860k | 16k | 53.31 |
| 2015-06-30 | $897k | 17k | 53.86 |
| 2015-03-31 | $1.5M | 24k | 64.01 |
| 2014-12-31 | $1.7M | 26k | 66.88 |
| 2014-03-31 | $235k | 5.3k | 44.63 |
| 2012-09-30 | $277k | 14k | 19.53 |