LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in AIO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,154,337 | 99,050 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $2,184,519 | 90,908 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,850,579 | 74,560 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,210,485 | 58,676 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,419,700 | 57,571 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,244,622 | 56,651 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $1,045,879 | 48,175 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,002,075 | 49,929 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $818,026 | 47,013 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $841,465 | 50,967 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $891,296 | 48,440 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $772,681 | 44,407 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $744,885 | 46,009 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $917,412 | 58,884 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,310,127 | 80,922 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $2,049,659 | 93,763 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $2,301,677 | 92,847 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $3,879,405 | 145,405 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $3,920,495 | 141,432 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $2,339,803 | 88,095 | Shares | Sole | 2021-05-14 |