LPL Financial LLC
Holdings in CDLX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $512,195 | 445,387 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,142,401 | 470,124 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,725,042 | 1,048,658 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,564,118 | 859,406 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $2,446,073 | 659,319 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $2,191,315 | 684,786 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $4,853,522 | 591,172 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $7,518,136 | 518,850 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $4,175,850 | 453,404 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $6,998,475 | 424,150 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $2,102,980 | 332,750 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $853,302 | 251,341 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,306,360 | 226,014 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $2,586,654 | 275,176 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $4,307,123 | 193,058 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $7,538,087 | 137,106 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $8,492,102 | 128,493 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $10,347,535 | 123,273 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $12,265,499 | 96,632 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $7,716,956 | 70,346 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $9,714,784 | 68,045 | Shares | Sole | 2021-02-12 |
| 2020-06-30 | $485,451 | 6,937 | Shares | Sole | 2020-08-13 |