LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in APAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,107,357 | 51,727 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $2,294,254 | 52,863 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,349,800 | 53,007 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,616,433 | 41,341 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,870,909 | 43,459 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $2,095,431 | 48,371 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $2,733,683 | 66,239 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $2,462,700 | 53,806 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $260,485 | 5,896 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $252,846 | 6,757 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $378,319 | 9,624 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,067,588 | 33,383 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $940,658 | 31,672 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $871,077 | 32,346 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $877,405 | 24,667 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $886,555 | 22,530 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,069,232 | 22,444 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,182,592 | 24,174 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,792,319 | 35,268 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $601,154 | 11,523 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $346,540 | 6,884 | Shares | Sole | 2021-02-12 |