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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Greenleaf Trust, 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)
8,942
Value
$2.52M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of LPLA by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,942$2.52M<0.1%−146−1.6%ReducedHolders
Q1 20269,088$2.73M<0.1%−176−1.9%ReducedHolders
Q4 20259,264$3.31M<0.1%+20.0%AddedHolders
Q3 20259,262$3.08M<0.1%−25−0.3%ReducedHolders
Q2 20259,287$3.48M<0.1%−108−1.1%ReducedHolders
Q1 20259,395$3.07M<0.1%+50+0.5%AddedHolders
Q4 20249,345$3.05M<0.1%+22+0.2%AddedHolders
Q3 20249,323$2.17M<0.1%+9,323NewHolders
Q1 20240$00.0%−1,899−100.0%Sold outHolders
Q4 20231,899$432.3K<0.1%−3−0.2%ReducedHolders
Q3 20231,902$452.0K<0.1%+2+0.1%AddedHolders
Q2 20231,900$413.1K<0.1%−187−9.0%ReducedHolders
Q1 20232,087$422.4K<0.1%−8−0.4%ReducedHolders
Q4 20222,095$453.0K<0.1%−10.0%ReducedHolders
Q3 20222,096$458.0K<0.1%−22−1.0%ReducedHolders
Q2 20222,118$391.0K<0.1%+175+9.0%AddedHolders
Q1 20221,943$355.0K<0.1%+229+13.4%AddedHolders
Q4 20211,714$274.0K<0.1%+44+2.6%AddedHolders
Q3 20211,670$262.0K<0.1%00.0%UnchangedHolders
Q2 20211,670$225.0K<0.1%00.0%UnchangedHolders
Q1 20211,670$237.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.