LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,668,360 | 499,288 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $11,375,731 | 494,597 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $10,182,903 | 476,951 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $8,140,190 | 440,725 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $8,560,429 | 425,892 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $8,190,016 | 415,948 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $8,548,163 | 427,622 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $7,741,233 | 397,190 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $7,259,653 | 382,087 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $5,594,888 | 299,994 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $5,042,383 | 272,414 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,693,703 | 94,462 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,560,693 | 91,162 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,478,328 | 89,868 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,517,716 | 86,332 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,323,875 | 63,404 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,118,365 | 50,559 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $903,162 | 44,711 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,539,493 | 74,769 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,231,939 | 63,798 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $779,554 | 44,802 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $565,001 | 36,546 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $523,119 | 36,152 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $469,276 | 36,126 | Shares | Sole | 2020-05-14 |