Back to LPLA
IFM Investors Pty Ltd LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
5
Latest value
$6.2M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q4 2025 | $6.4M |
| Q1 2026 | $5.8M |
| Q2 2026 | $5.9M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 20.4K | — | — |
| Q2 2026 | $5.9M | 20.8K | — | — |
| Q1 2026 | $5.8M | 19.3K | — | — |
| Q4 2025 | $6.4M | 18.1K | — | — |
| Q3 2025 | $5.9M | 17.4K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B