LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in BRW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,928,490 | 417,759 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $3,223,656 | 414,885 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,279,170 | 406,845 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,920,313 | 376,329 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,243,050 | 163,130 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,079,343 | 142,206 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $946,161 | 134,398 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $881,368 | 120,901 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $897,297 | 116,381 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $801,346 | 104,342 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $751,350 | 97,578 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $143,660 | 17,627 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $174,778 | 22,967 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $210,690 | 26,636 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $176,716 | 22,007 | Shares | Sole | 2022-08-12 |