Ownership history in Prossimo Advisors, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Prossimo Advisors, 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 Q4 | REDUCED | 1,300 | -2,485 | -65.7% | 2.99% | $464K | $356.83 |
| 2025 Q1 | UNCHANGED | 3,785 | — | 0% | 0.93% | $1.2M | $326.04 |
| 2024 Q4 | ADDED | 3,785 | +1,550 | +69.4% | 0.89% | $1.2M | $325.10 |
| 2024 Q3 | UNCHANGED | 2,235 | — | 0% | 0.38% | $520K | $231.40 |
| 2024 Q2 | UNCHANGED | 2,235 | — | 0% | 0.56% | $624K | $277.41 |
| 2024 Q1 | UNCHANGED | 2,235 | — | 0% | 1.14% | $590K | $262.11 |
| 2023 Q4 | REDUCED | 2,235 | -1,365 | -37.9% | 1.08% | $509K | $225.57 |
| 2022 Q4 | INITIATED | 3,600 | — | — | 1.80% | $778K | — |
As of 2025 Q4 — sorted by position size