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Vintage Wine Estates shares owned by LPL Financial

Quarter-by-quarter ownership of Vintage Wine Estates (VWE) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Vintage Wine Estates

Tip: Access up to 7 years of quarterly data

All positions including Vintage Wine Estates held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vintage Wine Estates by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $13k 22k 0.57
2023-06-30 $27k 32k 0.86
2023-03-31 $13k 12k 1.07
2022-12-31 $39k 12k 3.26
2021-09-30 $170k 17k 10.21
2021-06-30 $478k 40k 11.99

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Top funds holding Vintage Wine Estates

Daniel D. Thurber
Paradice Investment Management
Vanguard Group
Alberta Investment Management Corporation
GSA Capital Partners
Bank Of Montreal
Next Capital Management
U.S. Capital Wealth Advisors
Millennium Management
EMC Capital Management
Stifel Financial
Jane Street
Arete Wealth Advisors
Charles Schwab Investment Management
Shay Capital

View all funds holding Vintage Wine Estates