Back to LPLA
FAMILY WEALTH PARTNERS, LLC → LPLA
FAMILY WEALTH PARTNERS, LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
5
Latest value
$18.7M
Q3 2026
Peak value
$36.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35.1M |
| Q4 2025 | $36.4M |
| Q1 2026 | $21.5M |
| Q2 2026 | $19.5M |
| Q3 2026 | $18.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.7M | 61.2K | — | — |
| Q2 2026 | $19.5M | 69.1K | — | — |
| Q1 2026 | $21.5M | 71.5K | — | — |
| Q4 2025 | $36.4M | 102.0K | — | — |
| Q3 2025 | $35.1M | 105.6K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B