Ownership history in Activest Wealth Management · 5 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 12 | — | 0% | 0.00% | $4K | $332.11 |
| 2025 Q2 | ADDED | 12 | +11 | +1100.0% | 0.00% | $4K | $374.00 |
| 2025 Q1 | UNCHANGED | 1 | — | 0% | 0.00% | $327 | $326.04 |
| 2024 Q4 | REDUCED | 1 | -22 | -95.7% | 0.00% | $327 | $325.10 |
| 2024 Q1 | INITIATED | 23 | — | — | 0.00% | $6K | — |
As of 2025 Q4 — sorted by position size