Back to LPLA
KWB Wealth LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
4
Latest value
$8.8M
Q3 2026
Peak value
$10.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.2M |
| Q1 2026 | $10.2M |
| Q2 2026 | $8.1M |
| Q3 2026 | $8.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.8M | 28.9K | — | — |
| Q2 2026 | $8.1M | 28.8K | — | — |
| Q1 2026 | $10.2M | 28.6K | — | — |
| Q4 2025 | $10.2M | 28.6K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B