LPL Financial LLC
Holdings in DBE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $692,371 | 39,632 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $752,126 | 39,544 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,066,381 | 57,240 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,844,987 | 94,132 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,517,334 | 81,797 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $2,154,153 | 115,877 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $2,274,433 | 108,981 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $2,353,605 | 113,591 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $2,242,946 | 116,881 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,352,283 | 100,482 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,710,759 | 86,402 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,652,915 | 80,473 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,843,637 | 81,325 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,436,461 | 63,476 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,816,067 | 69,395 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,137,105 | 49,268 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $954,857 | 55,905 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $192,472 | 11,362 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $406,384 | 26,067 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $285,596 | 21,868 | Shares | Sole | 2021-05-14 |