Ownership history in TOBAM · 17 quarters on record
This page tracks every 13F SEC filing in which TOBAM reported a position in LPL FINANCIAL HOLDINGS 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 | ADDED | 15,505 | +1,857 | +13.6% | 1.36% | $6K | $356.83 |
| 2025 Q3 | ADDED | 13,648 | +1,895 | +16.1% | 1.65% | $5K | $332.11 |
| 2025 Q2 | REDUCED | 11,753 | -4,578 | -28.0% | 1.72% | $4K | $374.00 |
| 2025 Q1 | REDUCED | 16,331 | -3,802 | -18.9% | 2.28% | $5K | $326.04 |
As of 2025 Q4 — sorted by position size