HM Payson & Co
- SEC CIK
- 0000928052
- Latest filing
- Jul 17, 2026
LPLA holding history
LPL Financial Holdings Inc. in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,405
- Value
- $2.09M
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,405 | $2.09M | <0.1% | +25+0.3% | Added | Holders |
| Q1 2026 | 7,380 | $2.22M | <0.1% | −175−2.3% | Reduced | Holders |
| Q4 2025 | 7,555 | $2.70M | <0.1% | −100−1.3% | Reduced | Holders |
| Q3 2025 | 7,655 | $2.55M | <0.1% | +94+1.2% | Added | Holders |
| Q2 2025 | 7,561 | $2.84M | <0.1% | −74−1.0% | Reduced | Holders |
| Q1 2025 | 7,635 | $2.50M | <0.1% | −177−2.3% | Reduced | Holders |
| Q4 2024 | 7,812 | $2.55M | <0.1% | −689−8.1% | Reduced | Holders |
| Q3 2024 | 8,501 | $1.98M | <0.1% | −198,974−95.9% | Reduced | Holders |
| Q2 2024 | 207,475 | $57.9M | 1.1% | +12,347+6.3% | Added | Holders |
| Q1 2024 | 195,128 | $51.6M | 1.0% | +99,987+105.1% | Added | Holders |
| Q4 2023 | 95,141 | $21.7M | 0.4% | −133,792−58.4% | Reduced | Holders |
| Q3 2023 | 228,933 | $54.4M | 1.3% | +228,933 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −50−100.0% | Sold out | Holders |
| Q3 2022 | 50 | $11.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 50 | $9.00K | <0.1% | +50 | New | Holders |