Back to LPLA
Creative Planning LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
15
Latest value
$6.3M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $209K |
| Q3 2025 | $32K |
| Q3 2025 | $2.5M |
| Q4 2025 | $243K |
| Q4 2025 | $3.4M |
| Q1 2026 | $577K |
| Q1 2026 | $3.4M |
| Q2 2026 | $4K |
| Q2 2026 | $404K |
| Q2 2026 | $28K |
| Q2 2026 | $4.2M |
| Q3 2026 | $4K |
| Q3 2026 | $412K |
| Q3 2026 | $83K |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 20.8K | — | — |
| Q3 2026 | $83K | 272 | — | — |
| Q3 2026 | $412K | 42.1K | — | — |
| Q3 2026 | $4K | 414 | — | — |
| Q2 2026 | $4.2M | 14.7K | — | — |
| Q2 2026 | $28K | 99 | — | — |
| Q2 2026 | $404K | 37.3K | — | — |
| Q2 2026 | $4K | 414 | — | — |
| Q1 2026 | $3.4M | 11.2K | — | — |
| Q1 2026 | $577K | 38.7K | — | — |
| Q4 2025 | $3.4M | 9.5K | — | — |
| Q4 2025 | $243K | 28.5K | — | — |
| Q3 2025 | $2.5M | 7.7K | — | — |
| Q3 2025 | $32K | 97 | — | — |
| Q3 2025 | $209K | 26.5K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B