Ownership history in Ellevest, Inc. · 14 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in LPL FINL HLDGS INC COM (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 | 667 | -239 | -26.4% | 0.03% | $222K | $332.11 |
| 2025 Q2 | ADDED | 906 | +566 | +166.5% | 0.05% | $340K | $374.00 |
| 2023 Q1 | ADDED | 340 | +32 | +10.4% | 0.01% | $69K | $199.72 |
| 2022 Q4 | ADDED | 308 | +85 | +38.1% | 0.01% | $67K | $213.03 |
As of 2025 Q4 — sorted by position size