LPL Financial LLC
Holdings in ARES
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $26,524,937 | 164,109 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $26,547,176 | 166,034 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $26,213,300 | 151,347 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $20,011,825 | 136,497 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $20,389,607 | 115,176 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $15,455,432 | 99,175 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $8,462,213 | 63,492 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $7,271,878 | 54,684 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $6,345,333 | 53,358 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $5,011,209 | 48,714 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $4,186,503 | 43,451 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $3,384,910 | 40,567 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $2,611,944 | 38,164 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $2,211,862 | 35,704 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,077,607 | 36,539 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $2,966,438 | 36,519 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $2,712,467 | 33,376 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,570,585 | 21,273 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,038,806 | 16,336 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $789,014 | 14,082 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $895,643 | 19,036 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $668,465 | 16,538 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $222,042 | 5,593 | Shares | Sole | 2020-08-13 |