LPL Financial LLC
Holdings in APPF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,374,794 | 44,594 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $3,230,459 | 11,719 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,685,525 | 11,662 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,260,352 | 10,279 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,097,163 | 4,447 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,815,404 | 7,712 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $1,655,249 | 6,768 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,825,876 | 7,400 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,366,517 | 7,888 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,337,399 | 7,323 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,148,001 | 6,669 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $780,489 | 6,270 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $508,774 | 4,828 | Shares | Sole | 2023-02-07 |
| 2021-09-30 | $241,642 | 2,007 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $900,856 | 6,380 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $907,145 | 6,415 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,149,375 | 6,384 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $934,386 | 6,589 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $461,608 | 2,837 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $337,842 | 3,045 | Shares | Sole | 2020-05-14 |