Ownership history in Edgestream Partners, L.P. · 11 quarters on record
This page tracks every 13F SEC filing in which Edgestream Partners, L.P. 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 | REDUCED | 4,016 | -14,491 | -78.3% | 0.04% | $1.3M | $332.11 |
| 2025 Q2 | ADDED | 18,507 | +8,449 | +84.0% | 0.19% | $6.9M | $374.00 |
| 2025 Q1 | ADDED | 10,058 | +5,114 | +103.4% | 0.11% | $3.3M | $326.04 |
| 2024 Q1 | ADDED | 4,944 | +3,589 | +264.9% | 0.07% | $1.3M | $262.11 |
| 2023 Q3 | REDUCED | 1,355 | -633 | -31.8% | 0.03% | $322K | $235.19 |
| 2023 Q1 | ADDED | 1,988 | +1,034 | +108.4% | 0.04% | $402K | $199.72 |
| 2022 Q4 | REDUCED | 954 | -966 | -50.3% | 0.02% | $206K | $213.03 |
| 2022 Q3 | REDUCED | 1,920 | -225 | -10.5% | 0.03% | $419K | $215.11 |
| 2022 Q1 | REDUCED | 2,145 | -3,356 | -61.0% | 0.03% | $392K | $179.44 |
| 2021 Q3 | REDUCED | 5,501 | -3,958 | -41.8% | 0.05% | $862K | $153.50 |
As of 2025 Q4 — sorted by position size