Vertex shares owned by LPL Financial
Historical chart of LPL Financial investment in Vertex
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All positions including Vertex held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vertex by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $691k | 28k | 24.79 |
| 2025-06-30 | $1.3M | 37k | 35.34 |
| 2025-03-31 | $1.2M | 34k | 35.01 |
| 2024-12-31 | $2.0M | 37k | 53.35 |
| 2024-09-30 | $1.1M | 30k | 38.51 |
| 2024-06-30 | $1.3M | 36k | 36.05 |
| 2024-03-31 | $1.2M | 37k | 31.76 |
| 2023-09-30 | $658k | 29k | 23.10 |
| 2023-06-30 | $487k | 25k | 19.50 |
| 2023-03-31 | $349k | 17k | 20.69 |
| 2022-12-31 | $271k | 19k | 14.51 |
| 2022-09-30 | $248k | 18k | 13.69 |
| 2022-06-30 | $213k | 19k | 11.35 |
| 2022-03-31 | $298k | 19k | 15.36 |
| 2021-12-31 | $228k | 14k | 15.84 |
| 2021-09-30 | $224k | 12k | 19.25 |
| 2021-03-31 | $263k | 12k | 21.98 |
| 2020-12-31 | $384k | 11k | 34.82 |