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Bell Asset Management Ltd

SEC CIK
0001681004
Latest filing
Aug 14, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Bell Asset Management Ltd, 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)
15,700
Value
$4.42M
% of portfolio
1.2%
Quarters held
3
Since Q4 2025
Holdings of LPLA by Bell Asset Management Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,700$4.42M1.2%+2,046+15.0%AddedHolders
Q1 202613,654$4.13M1.2%+3,371+32.8%AddedHolders
Q4 202510,283$3.68M1.0%+10,283NewHolders