SEC 13F Intelligence

Northwest Financial Advisors / LPLA

Northwest Financial Advisors’s Lpl Finl Hldgs Inc Position

Does Northwest Financial Advisors own Lpl Finl Hldgs Inc (LPLA)? Not currently — the last reported position was 15.5K shares worth $5M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q1 2025
Shares
15.5K
% of Portfolio
+4.21%
Quarters Held
6
position exited

Position History LPLA

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202515.5K$5M+4.21%
Q4 202415.5K$5M+4.18%
Q3 202415.5K$4M+2.87%
Q2 202415.4K$4M+4.38%
Q1 202415.4K$4M+4.47%
Q4 202315.4K$4M+2.97%

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