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LPL Financial Holdings Inc.: filings

Every LPL Financial Holdings Inc. annual and quarterly report in the SEC record with the published financial measures it tagged, 62 filings, each linked to its SEC index.

Filings with published measures

Each page shows what one filing reported, as tagged in that filing, with the periods it covered. Later filings can restate a value; the company overview shows the latest-filed value per period.

FormFiledFiscal periodMeasuresFactsSEC accession
10-Q2026-08-03fiscal Q2 202634990001628280-26-051542
10-Q2026-05-04fiscal Q1 202633730001628280-26-029530
10-K2026-02-23fiscal FY 2025391070001628280-26-010705
10-Q2025-11-03fiscal Q3 202534980001628280-25-047934
10-Q2025-08-04fiscal Q2 202534980001397911-25-000122
10-Q2025-05-09fiscal Q1 202533720001397911-25-000063
10-K2025-02-20fiscal FY 2024381040001397911-25-000018
10-Q2024-11-04fiscal Q3 202433960001397911-24-000141
10-Q2024-07-30fiscal Q2 202433960001397911-24-000109
10-Q2024-05-02fiscal Q1 202433720001397911-24-000053
10-K2024-02-21fiscal FY 2023381040001397911-24-000011
10-Q2023-10-31fiscal Q3 202333960001397911-23-000160
10-Q2023-08-01fiscal Q2 202333960001397911-23-000126
10-Q2023-05-02fiscal Q1 202333720001397911-23-000072
10-K2023-02-23fiscal FY 2022381040001397911-23-000024
10-Q2022-11-01fiscal Q3 202234970001397911-22-000156
10-Q2022-08-04fiscal Q2 202234970001397911-22-000122
10-Q2022-05-03fiscal Q1 202233710001397911-22-000069
10-K2022-02-22fiscal FY 2021381040001397911-22-000014
10-Q2021-11-02fiscal Q3 2021351000001397911-21-000180
10-Q2021-08-03fiscal Q2 2021351000001397911-21-000149
10-Q2021-05-04fiscal Q1 202134730001397911-21-000094
10-K2021-02-23fiscal FY 2020401080001397911-21-000029
10-Q2020-11-03fiscal Q3 2020361010001397911-20-000195
10-Q2020-08-04fiscal Q2 202035990001397911-20-000160
10-Q2020-05-05fiscal Q1 202035750001397911-20-000100
10-K2020-02-21fiscal FY 2019401390001397911-20-000023
10-Q2019-10-29fiscal Q3 2019361010001397911-19-000153
10-Q2019-07-30fiscal Q2 201934960001397911-19-000119
10-Q2019-05-02fiscal Q1 201934720001397911-19-000065
10-K2019-02-26fiscal FY 2018361310001397911-19-000018
10-Q2018-10-30fiscal Q3 201832920001397911-18-000194
10-Q2018-07-31fiscal Q2 201832920001397911-18-000157
10-Q2018-05-04fiscal Q1 201832700001397911-18-000104
10-K2018-02-27fiscal FY 2017361300001397911-18-000015
10-K2018-02-21fiscal FY 2017361300001397911-18-000011
10-Q2017-10-31fiscal Q3 201731880001397911-17-000184
10-Q2017-08-01fiscal Q2 201731880001397911-17-000158
10-Q2017-05-02fiscal Q1 201731660001397911-17-000112
10-K2017-02-24fiscal FY 2016361300001397911-17-000025
10-Q2016-11-03fiscal Q3 201631880001397911-16-000357
10-Q2016-07-29fiscal Q2 201631880001397911-16-000339
10-Q2016-05-04fiscal Q1 201631660001397911-16-000315
10-K2016-02-25fiscal FY 2015361300001397911-16-000219
10-Q2015-10-29fiscal Q3 201528780001397911-15-000177
10-Q2015-08-05fiscal Q2 201529820001397911-15-000155
10-Q2015-04-30fiscal Q1 201528600001397911-15-000104
10-K2015-02-20fiscal FY 2014341250001397911-15-000007
10-Q2014-10-30fiscal Q3 201428800001397911-14-000144
10-Q2014-07-30fiscal Q2 201428800001397911-14-000115
10-Q2014-04-28fiscal Q1 201428600001397911-14-000091
10-K2014-02-26fiscal FY 2013351280001397911-14-000038
10-Q2013-10-30fiscal Q3 201330860001397911-13-000083
10-Q2013-07-31fiscal Q2 201329840001397911-13-000062
10-Q2013-04-25fiscal Q1 201329620001397911-13-000037
10-K2013-02-26fiscal FY 2012361310001397911-13-000012
10-Q2012-10-31fiscal Q3 201231900001397911-12-000035
10-Q2012-08-01fiscal Q2 201231900001397911-12-000025
10-Q2012-04-30fiscal Q1 201230640001397911-12-000016
10-K2012-02-27fiscal FY 2011351270001397911-12-000009
10-Q2011-11-02fiscal Q3 201128740001445305-11-003181
10-Q2011-08-03fiscal Q2 201127680000950123-11-072296

Inspect the source

Entity
LPL Financial Holdings Inc. / CIK 0001397911
Captured
2026-09-20T08:00:23.133Z
SEC response SHA-256
f35b3fcf97f8bfc7925e942316c33478152c7711034b35f8b33bc58129b35a4c

Current SEC company facts · Download the original response snapshot (gzip) · Download the selected JSON

Every published concept a filing tagged, with the periods it covered, as reported in that filing at capture time. Forms 10-K, 10-K/A, 10-Q, 10-Q/A, 20-F, 20-F/A, 40-F, 40-F/A. A filing page needs at least 8 published concepts. Later filings can restate these values; the company history pages show the latest-filed value per period.

Public company accounting reference, not market prices, returns, an investment recommendation, or ALPHAC performance. Validate a separately constructed return series with the validation API; accounting values are not returns.

Use this in research

A financial period ends before its results become public. Use the filing date as a minimum availability boundary, inspect amendments, and retain the original filing vintage when testing historical signals. This latest-filed selection can contain information unavailable at the time.

These pages do not supply prices, total-return histories, corporate-action adjustments or a tradable universe. Build those inputs separately before evaluating a strategy. A profitable backtest can still reflect selection bias or costs that were left out.

Research methodology · Execution and cost assumptions · Check backtest overfitting

Build with the open-source tools

Use these accounting records as inspectable inputs. When you have constructed a return series, the validation tools can help test its statistical evidence and preserve the result with its limitations.

Read the published dataset with Python
import json
from urllib.request import urlopen

with urlopen("https://canlicapital.com/company-data/0001397911.json") as response:
    record = json.load(response)
print(record["fetched_at"])
print(record["policy"])
for concept in record["concepts"]:
    print(concept["tag"], next(iter(concept["observations"])))