LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,552,857 | 129,785 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $5,055,082 | 140,497 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $7,201,275 | 203,311 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $7,173,060 | 210,292 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $6,630,238 | 185,773 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $3,693,029 | 111,370 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $2,489,584 | 88,882 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $2,452,891 | 82,924 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $2,370,875 | 78,819 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,902,090 | 72,433 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,742,870 | 64,984 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,591,928 | 52,126 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,647,445 | 49,458 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,555,623 | 49,291 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,743,736 | 46,963 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $3,421,100 | 85,102 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,979,376 | 42,485 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,779,419 | 41,849 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,691,139 | 45,049 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,742,254 | 45,324 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,427,664 | 47,040 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $1,083,286 | 50,550 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $1,094,967 | 47,711 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $781,082 | 42,589 | Shares | Sole | 2020-05-14 |