LPLA LPL FINL HLDGS INC

Ownership history in Teca Partners, LP  ·  6 quarters on record

This page tracks every 13F SEC filing in which Teca Partners, LP 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.

Peak position
11.0% (2024 Q4)
Avg. % of fund
8.01%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 41,531 -6,953 -14.3% 8.46% $14.8M $356.83
2025 Q3 ADDED 48,484 +21,710 +81.1% 10.17% $16.1M $332.11
2025 Q2 REDUCED 26,774 -11,349 -29.8% 7.01% $10.0M $374.00
2025 Q1 REDUCED 38,123 -14,752 -27.9% 8.94% $12.5M $326.04
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LPLA price (monthly, adj. close)
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