LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in BWG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,118,081 | 133,582 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,305,367 | 150,388 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,239,702 | 149,182 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,485,431 | 177,896 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,485,712 | 185,714 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,402,138 | 158,613 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $1,631,779 | 197,552 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,584,454 | 186,846 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,405,265 | 168,094 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,183,433 | 157,581 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,552,443 | 193,090 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,678,493 | 210,866 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,442,802 | 177,031 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,360,291 | 178,516 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,509,293 | 179,251 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,669,202 | 164,941 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,842,463 | 157,341 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,666,649 | 133,119 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,461,045 | 115,864 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,242,951 | 103,064 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,024,916 | 82,059 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $750,969 | 65,245 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $752,696 | 65,225 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $647,841 | 61,465 | Shares | Sole | 2020-05-14 |