Discontinued — last reported Q1 '19

Non-Current Liabilities

Deferred Tax Liabilities - Unrealized Gains on Trading Securities

LPL Financial Holdings Deferred Tax Liabilities - Unrealized Gains on Trading Securities increased by 13.8% to $4.74M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 13.8%, from $4.17M to $4.74M. Over 5 years (FY 2020 to FY 2025), Deferred Tax Liabilities - Unrealized Gains on Trading Securities shows a downward trend with a -19.4% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Liabilities
CategoryRisk
SignalContext dependent
VolatilityVolatile
First reportedQ1 2018
Last reportedQ1 2019

How to read this metric

An increase suggests significant unrealized gains in the investment portfolio, while a decrease may indicate market depreciation or the realization of gains.

Detailed definition

This represents the estimated future tax payments resulting from unrealized gains on trading securities held by the comp...

Peer comparison

Common among financial institutions with proprietary trading desks or significant investment portfolios.

Metric ID: deferred_tax_liabilities_trading_securities

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$22.34M$0.00$1.99M$4.17M$4.74M
QoQ Change—-100.0%—+109.4%+13.8%
YoY Change—-100.0%—+109.4%+13.8%
Range$0.00 – $22.34M
CAGR-78.8%
Avg YoY Growth+7.7%
Median YoY Growth+13.8%
Current Streak2+ quarters growth

Frequently Asked Questions

What is LPL Financial Holdings's deferred tax liabilities - unrealized gains on trading securities?
LPL Financial Holdings (LPLA) reported deferred tax liabilities - unrealized gains on trading securities of $4.74M in Q4 2025.
How has LPL Financial Holdings's deferred tax liabilities - unrealized gains on trading securities changed year-over-year?
LPL Financial Holdings's deferred tax liabilities - unrealized gains on trading securities increased by 13.8% year-over-year, from $4.17M to $4.74M.
What is the long-term trend for LPL Financial Holdings's deferred tax liabilities - unrealized gains on trading securities?
Over 5 years (2020 to 2025), LPL Financial Holdings's deferred tax liabilities - unrealized gains on trading securities has grown at a -19.4% compound annual growth rate (CAGR), from $13.94M to $4.74M.
What does deferred tax liabilities - unrealized gains on trading securities mean?
The future tax obligation arising from the increase in value of trading securities that have not yet been sold.