Current Market Value 299,807,977,402
Current Holdings 5548
Most Recent File Date 2025-08-12
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by LPL Financial LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 5548 299,807,977
2025-05-07 2025-03-31 13F-HR 5344 257,147,939
2025-02-11 2024-12-31 13F-HR 5274 246,016,246
2024-11-08 2024-09-30 13F-HR 5156 224,320,475
2024-08-07 2024-06-30 13F-HR 5007 200,767,695
2024-05-10 2024-03-31 13F-HR 4909 186,265,560
2024-02-14 2023-12-31 13F-HR 4792 165,111,641
2023-11-13 2023-09-30 13F-HR 4684 142,844,674
2023-07-31 2023-06-30 13F-HR 4584 139,951,914
2023-05-10 2023-03-31 13F-HR 4482 128,471,678
2023-02-07 2022-12-31 13F-HR 4451 116,786,055
2022-11-14 2022-09-30 13F-HR 4416 103,648,617
2022-08-12 2022-06-30 13F-HR 4418 105,258,978
2022-05-16 2022-03-31 13F-HR 4174 116,366,016
2022-02-14 2021-12-31 13F-HR 4335 119,151,696
2021-11-15 2021-09-30 13F-HR 4319 106,490,483
2021-08-13 2021-06-30 13F-HR 4218 98,898,818
2021-05-14 2021-03-31 13F-HR 4071 86,992,284
2021-02-12 2020-12-31 13F-HR 3805 77,221,974
2020-11-09 2020-09-30 13F-HR 3545 64,033,078
2020-08-13 2020-06-30 13F-HR 3458 57,394,151
2020-05-14 2020-03-31 13F-HR 3202 46,422,419
2020-02-14 2019-12-31 13F-HR 3341 54,954,139
2019-11-13 2019-09-30 13F-HR 3286 49,126,162
2019-08-09 2019-06-30 13F-HR 3275 46,908,448
2019-05-08 2019-03-31 13F-HR 3182 44,016,312
2019-02-07 2018-12-31 13F-HR 3070 37,596,833
2018-11-14 2018-09-30 13F-HR 3227 41,719,532
2018-08-14 2018-06-30 13F-HR 3206 38,088,789
2018-05-15 2018-03-31 13F-HR 3175 36,325,659
2018-02-14 2017-12-31 13F-HR 3020 32,856,908
2017-11-14 2017-09-30 13F-HR 2861 28,309,489
2017-08-14 2017-06-30 13F-HR 2794 26,386,134
2017-05-15 2017-03-31 13F-HR 2700 14,684,479
2017-02-13 2016-12-31 13F-HR 2680 13,149,349
2016-11-16 2016-09-30 13F-HR 2631 10,525,704
2016-08-15 2016-06-30 13F-HR 2620 11,842,008
2016-05-16 2016-03-31 13F-HR 3102 35,931,529
2016-02-12 2015-12-31 13F-HR 3160 36,055,584
2015-11-13 2015-09-30 13F-HR 2786 18,162,178
2015-08-14 2015-06-30 13F-HR 2871 19,721,614
2015-05-14 2015-03-31 13F-HR 2780 19,578,190
2015-02-13 2014-12-31 13F-HR 2722 18,268,166
2014-11-10 2014-09-30 13F-HR 2696 16,772,882
2014-08-05 2014-06-30 13F-HR/A 1 R 2677 17,166,593
2014-08-05 2014-06-30 13F-HR 2677 4,630,829
2014-05-12 2014-03-31 13F-HR 2637 16,271,106
2014-02-13 2013-12-31 13F-HR 2644 16,015,166
2013-11-04 2013-09-30 13F-HR 2535 15,023,436
2013-08-15 2013-06-30 13F-HR 2419 13,914,396