O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- Latest filing
- Jan 22, 2026
LPLA holding history
LPL Financial Holdings Inc. in every 13F filed by O'Brien Wealth Partners LLC, 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 Q4 2025 holdings
- Shares (Q4 2025)
- 566
- Value
- $202.2K
- % of portfolio
- <0.1%
- Quarters held
- 2
- Since Q2 2025