LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,067,378 | 1,802,318 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $12,024,538 | 1,452,239 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $11,061,867 | 1,362,299 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $8,141,255 | 1,113,258 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $11,045,938 | 1,306,485 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $7,199,279 | 952,399 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $5,464,788 | 721,072 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $5,546,314 | 749,340 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $4,873,693 | 688,686 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $4,982,908 | 628,901 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $4,951,719 | 600,354 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $3,755,650 | 489,827 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $3,348,451 | 461,607 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $3,202,617 | 379,682 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $3,085,597 | 365,380 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $3,941,369 | 284,204 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $2,665,655 | 189,524 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,349,301 | 107,101 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,101,913 | 96,429 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $823,315 | 62,100 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $610,919 | 52,915 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $536,961 | 49,193 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $439,331 | 43,675 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $246,188 | 30,804 | Shares | Sole | 2020-05-14 |