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Winmark Corporation shares owned by LPL Financial

Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Winmark Corporation

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

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Quarterly reported holdings in Winmark Corporation by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $371k 1.0k 361.71
2023-09-30 $383k 1.0k 373.13
2023-06-30 $288k 865 332.47
2023-03-31 $276k 860 320.43
2022-12-31 $214k 907 235.78
2021-12-31 $216k 871 247.99
2021-03-31 $3.1M 17k 186.43
2020-12-31 $3.4M 18k 185.79
2020-09-30 $3.1M 18k 172.18
2020-06-30 $3.1M 18k 171.25
2020-03-31 $2.2M 18k 127.40
2019-12-31 $3.5M 18k 198.31
2019-09-30 $4.1M 24k 176.39
2019-06-30 $4.1M 24k 173.17
2019-03-31 $4.8M 26k 188.57
2018-12-31 $4.1M 26k 159.01
2018-09-30 $4.0M 24k 165.99
2018-06-30 $3.6M 24k 148.46
2018-03-31 $3.3M 25k 130.80
2017-12-31 $3.1M 24k 129.41
2017-09-30 $4.1M 31k 131.76
2017-06-30 $4.5M 35k 128.95