Back to LPLA
Perpetual Ltd LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
8
Latest value
$134K
Q3 2026
Peak value
$36.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $36.1M |
| Q4 2025 | $147K |
| Q1 2026 | $35.2M |
| Q1 2026 | $132K |
| Q2 2026 | $34.1M |
| Q2 2026 | $123K |
| Q3 2026 | $34.7M |
| Q3 2026 | $134K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $134K | 438 | — | — |
| Q3 2026 | $34.7M | 113.5K | — | — |
| Q2 2026 | $123K | 438 | — | — |
| Q2 2026 | $34.1M | 121.0K | — | — |
| Q1 2026 | $132K | 438 | — | — |
| Q1 2026 | $35.2M | 117.1K | — | — |
| Q4 2025 | $147K | 411 | — | — |
| Q4 2025 | $36.1M | 101.0K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B