Back to LPLA
WealthPoint Financial, LLC → LPLA
WealthPoint Financial, LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.9M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 7.0K | — | — |
| Q2 2026 | $2.1M | 7.6K | — | — |
| Q1 2026 | $1.9M | 6.4K | — | — |
| Q1 2026 | $2.6M | 7.2K | — | — |
| Q4 2025 | $2.6M | 7.2K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B