Back to LPLA
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → LPLA
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
10
Latest value
$182K
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $3K |
| Q4 2025 | $26K |
| Q4 2025 | $5.9M |
| Q1 2026 | $5.1M |
| Q1 2026 | $10K |
| Q2 2026 | $57K |
| Q2 2026 | $5.3M |
| Q3 2026 | $5.9M |
| Q3 2026 | $182K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $182K | 594 | — | — |
| Q3 2026 | $5.9M | 19.3K | — | — |
| Q2 2026 | $5.3M | 18.8K | — | — |
| Q2 2026 | $57K | 204 | — | — |
| Q1 2026 | $10K | 32 | — | — |
| Q1 2026 | $5.1M | 17.1K | — | — |
| Q4 2025 | $5.9M | 16.4K | — | — |
| Q4 2025 | $26K | 72 | — | — |
| Q3 2025 | $3K | 8 | — | — |
| Q3 2025 | $4.6M | 13.8K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B