Historical position

Chuck Akre’s Lpl Finl Hldgs Inc (LPLA) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2013Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares1.72MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Lpl Finl Hldgs Inc in Q2 2013. The reported position was reduced across later filings. Verified positive position history runs through Q3 2015. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2015
Sold the entire position−750.50K shares · No shares reported at quarter-end
Q3 2015
Sold 43.1% of the position−568.09K shares · 750.50K shares remained
Filing context

Quarter-end price $39.77 · Estimated holding basis $46.49

Q2 2013
New position+1.70M shares · 1.70M shares reported
Filing context

Quarter-end price $37.76 · Estimated holding basis $37.76

4 unchanged quarters are collapsed by default.

Portfolio importance

How important was Lpl Finl Hldgs Inc in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.7%Q3 2015
Last reported rank#22of 35 reported positions
Peak portfolio weight2.9%Q2 2013
Best historical rank#13Q2 2013
At peak importanceQ2 2013
LPLA
2.9%
Largest holding
10.3%
Cross-investor discovery

Who else owns Lpl Finl Hldgs Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
LPLA0.0% of reported portfolio
Explore Lpl Finl Hldgs Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$329.942026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.