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Avanza Fonder AB LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
10
Latest value
$175K
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $191K |
| Q3 2025 | $1.7M |
| Q4 2025 | $2.7M |
| Q4 2025 | $205K |
| Q1 2026 | $2.2M |
| Q1 2026 | $172K |
| Q2 2026 | $2.1M |
| Q2 2026 | $161K |
| Q3 2026 | $2.3M |
| Q3 2026 | $175K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $175K | 573 | — | — |
| Q3 2026 | $2.3M | 7.5K | — | — |
| Q2 2026 | $161K | 573 | — | — |
| Q2 2026 | $2.1M | 7.5K | — | — |
| Q1 2026 | $172K | 573 | — | — |
| Q1 2026 | $2.2M | 7.5K | — | — |
| Q4 2025 | $205K | 573 | — | — |
| Q4 2025 | $2.7M | 7.5K | — | — |
| Q3 2025 | $1.7M | 5.0K | — | — |
| Q3 2025 | $191K | 573 | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B