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Fortis shares owned by LPL Financial

Quarter-by-quarter ownership of Fortis (FTS) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Fortis

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All positions including Fortis held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortis by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 47k 39.51
2023-09-30 $1.8M 47k 37.99
2023-06-30 $1.9M 45k 43.09
2023-03-31 $1.4M 34k 42.53
2022-12-31 $1.2M 31k 40.04
2022-09-30 $1.1M 29k 38.00
2022-06-30 $1.3M 27k 47.26
2022-03-31 $1.1M 23k 49.52
2021-12-31 $941k 20k 48.25
2021-09-30 $309k 7.0k 44.31
2021-06-30 $290k 6.6k 44.19
2021-03-31 $241k 5.6k 43.31
2020-12-31 $440k 11k 40.80
2020-09-30 $410k 10k 40.89
2020-06-30 $350k 9.2k 38.05
2020-03-31 $342k 8.9k 38.57
2019-12-31 $381k 9.2k 41.52
2019-09-30 $292k 6.9k 42.35
2019-06-30 $240k 6.1k 39.44
2019-03-31 $219k 5.9k 37.06
2018-06-30 $225k 7.1k 31.88
2018-03-31 $287k 8.5k 33.83
2016-12-31 $275k 9.0k 30.70