SEC 13F Intelligence

Freedman Financial Associates, Inc. / LPLA

Freedman Financial Associates, Inc.’s Lpl Finl Hldgs Inc Position

Does Freedman Financial Associates, Inc. own Lpl Finl Hldgs Inc (LPLA)? Not currently — the last reported position was 8.0K shares worth $1M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$1M
Q1 2022
Shares
8.0K
% of Portfolio
+1.01%
Quarters Held
6
position exited

Position History LPLA

Reported value by quarter
Q4 ’20: $730,000Q4 ’20Q1 ’21: $995,000Q1 ’21Q2 ’21: $1MQ2 ’21Q3 ’21: $1MQ3 ’21Q4 ’21: $1MQ4 ’21Q1 ’22: $1MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20228.0K$1M+1.01%
Q4 20218.0K$1M+0.87%
Q3 20218.0K$1M+0.91%
Q2 20218.0K$1M+0.81%
Q1 20217.0K$995,000+0.82%
Q4 20207.0K$730,000+0.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Freedman Financial Associates, Inc.’s full portfolio or all institutional holders of LPLA.