LPL Financial LLC
Holdings in CMS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $30,812,976 | 440,626 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $31,906,781 | 435,528 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $28,154,560 | 406,388 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $28,241,209 | 375,998 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $17,139,047 | 257,150 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $19,383,838 | 274,442 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $14,723,733 | 247,333 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $13,915,610 | 230,620 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $13,228,694 | 227,806 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $12,346,534 | 232,471 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $10,692,441 | 181,999 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $10,101,429 | 164,572 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $10,432,097 | 164,726 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $6,259,693 | 107,481 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $6,713,280 | 99,456 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $5,908,741 | 84,483 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $5,179,736 | 79,627 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $4,125,730 | 69,073 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $3,877,361 | 65,629 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $3,657,344 | 59,741 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $3,254,212 | 53,339 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $2,593,467 | 42,232 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $2,387,274 | 40,864 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $2,096,846 | 35,691 | Shares | Sole | 2020-05-14 |