Back to LPLA
Winthrop Advisory Group LLC → LPLA
Winthrop Advisory Group LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
9
Latest value
$6M
Q3 2026
Peak value
$7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7M |
| Q4 2025 | $7M |
| Q4 2025 | $715 |
| Q1 2026 | $5.9M |
| Q1 2026 | $301 |
| Q2 2026 | $5.6M |
| Q2 2026 | $13K |
| Q3 2026 | $14K |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 19.5K | — | — |
| Q3 2026 | $14K | 46 | — | — |
| Q2 2026 | $13K | 46 | — | — |
| Q2 2026 | $5.6M | 19.7K | — | — |
| Q1 2026 | $301 | 1 | — | — |
| Q1 2026 | $5.9M | 19.7K | — | — |
| Q4 2025 | $715 | 9 | — | — |
| Q4 2025 | $7M | 19.7K | — | — |
| Q4 2025 | $7M | 19.7K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B