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Gradient Investments LLC → LPLA
Gradient Investments LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2M |
| Q1 2026 | $3.3M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 9.8K | — | — |
| Q2 2026 | $3.3M | 11.7K | — | — |
| Q1 2026 | $3.3M | 10.9K | — | — |
| Q4 2025 | $2M | 5.6K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B