LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in CEV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,412,477 | 140,685 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,052,724 | 104,437 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $665,305 | 68,659 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $495,478 | 49,449 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $365,124 | 36,367 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $641,275 | 58,995 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $471,006 | 43,291 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $267,053 | 25,170 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $198,124 | 19,161 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $188,741 | 20,605 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $130,869 | 13,100 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $110,821 | 10,833 | Shares | Sole | 2023-05-10 |
| 2022-09-30 | $96,825 | 10,086 | Shares | Sole | 2022-11-14 |
| 2022-03-31 | $152,397 | 13,275 | Shares | Sole | 2022-05-16 |