Ownership history in Advisory Services Network, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC 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 | ADDED | 719 | +159 | +28.4% | 0.00% | $239K | $332.11 |
| 2025 Q2 | REDUCED | 560 | -134 | -19.3% | 0.00% | $222K | $374.00 |
| 2025 Q1 | REDUCED | 694 | -1,007 | -59.2% | 0.00% | $227K | $326.04 |
| 2024 Q4 | REDUCED | 1,701 | -8,562 | -83.4% | 0.01% | $555K | $325.10 |
| 2024 Q3 | UNCHANGED | 10,263 | — | 0% | 0.06% | $2.9M | $231.40 |
| 2024 Q2 | ADDED | 10,263 | +2,136 | +26.3% | 0.06% | $2.9M | $277.41 |
| 2024 Q1 | REDUCED | 8,127 | -233 | -2.8% | 0.05% | $2.1M | $262.11 |
| 2023 Q4 | ADDED | 8,360 | +190 | +2.3% | 0.05% | $1.9M | $225.57 |
| 2023 Q3 | REDUCED | 8,170 | -1,406 | -14.7% | 0.05% | $1.9M | $235.19 |
| 2023 Q2 | ADDED | 9,576 | +10 | +0.1% | 0.06% | $2.1M | $214.89 |
As of 2025 Q4 — sorted by position size