Back to LPLA
Foster Victor Wealth Advisors, LLC → LPLA
Foster Victor Wealth Advisors, LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
4
Latest value
$14.6M
Q3 2026
Peak value
$24.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $24.7M |
| Q1 2026 | $24.1M |
| Q2 2026 | $16.9M |
| Q3 2026 | $14.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.6M | 46.2K | — | — |
| Q2 2026 | $16.9M | 52.4K | — | — |
| Q1 2026 | $24.1M | 74.7K | — | — |
| Q4 2025 | $24.7M | 65.3K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B