Ownership history in WINMILL & CO. INC · 10 quarters on record
This page tracks every 13F SEC filing in which WINMILL & CO. INC 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 | UNCHANGED | 48,860 | — | 0% | 4.65% | $17.5M | $356.83 |
| 2025 Q3 | UNCHANGED | 48,860 | — | 0% | 3.94% | $16.3M | $332.11 |
| 2025 Q2 | UNCHANGED | 48,860 | — | 0% | 5.09% | $18.3M | $374.00 |
| 2025 Q1 | UNCHANGED | 48,860 | — | 0% | 4.86% | $16.0M | $326.04 |
| 2024 Q4 | UNCHANGED | 48,860 | — | 0% | 5.16% | $16.0M | $325.10 |
| 2024 Q3 | ADDED | 48,860 | +24,200 | +98.1% | 3.83% | $11.4M | $231.40 |
| 2024 Q2 | UNCHANGED | 24,660 | — | 0% | 2.35% | $6.9M | $277.41 |
| 2024 Q1 | UNCHANGED | 24,660 | — | 0% | 1.85% | $6.5M | $262.11 |
| 2023 Q4 | UNCHANGED | 24,660 | — | 0% | 1.80% | $5.6M | $225.57 |
| 2023 Q3 | INITIATED | 24,660 | — | — | 2.15% | $5.9M | — |
As of 2025 Q4 — sorted by position size