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GREENLEAF TRUST LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
8
Latest value
$139K
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.1M |
| Q4 2025 | $171K |
| Q1 2026 | $2.6M |
| Q1 2026 | $150K |
| Q2 2026 | $2.4M |
| Q2 2026 | $130K |
| Q3 2026 | $2.6M |
| Q3 2026 | $139K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $139K | 454 | — | — |
| Q3 2026 | $2.6M | 8.4K | — | — |
| Q2 2026 | $130K | 462 | — | — |
| Q2 2026 | $2.4M | 8.5K | — | — |
| Q1 2026 | $150K | 498 | — | — |
| Q1 2026 | $2.6M | 8.6K | — | — |
| Q4 2025 | $171K | 478 | — | — |
| Q4 2025 | $3.1M | 8.8K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B