LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in BSTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,703,377 | 208,022 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $4,307,948 | 194,402 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,608,736 | 173,915 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,992,578 | 168,691 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $3,495,226 | 168,770 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $3,551,884 | 184,994 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $3,490,302 | 175,304 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $4,004,451 | 206,415 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $3,470,115 | 207,667 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $3,508,659 | 212,646 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,815,269 | 210,672 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $4,073,840 | 217,969 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $3,407,439 | 217,867 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $3,679,509 | 208,589 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $3,835,976 | 195,813 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $2,094,991 | 71,331 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $3,307,252 | 84,932 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $3,542,878 | 91,832 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $3,394,067 | 81,373 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $2,810,159 | 78,738 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $2,578,869 | 70,887 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $1,190,647 | 46,419 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $625,261 | 27,581 | Shares | Sole | 2020-08-13 |