Back to LPLA
Atria Investments, Inc LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.8M |
| Q4 2025 | $5.8M |
| Q1 2026 | $4.3M |
| Q2 2026 | $3.5M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 12.6K | — | — |
| Q2 2026 | $3.5M | 12.5K | — | — |
| Q1 2026 | $4.3M | 14.4K | — | — |
| Q4 2025 | $5.8M | 16.3K | — | — |
| Q3 2025 | $5.8M | 17.4K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B