LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,075,297 | 196,022 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $4,799,102 | 221,770 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $5,490,810 | 267,453 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $5,708,651 | 282,048 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $5,277,978 | 264,693 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $5,904,222 | 274,615 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $5,458,329 | 284,288 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $6,013,264 | 313,681 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $5,125,472 | 288,759 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $3,977,776 | 237,196 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $4,239,122 | 243,348 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $4,226,758 | 232,751 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $4,284,084 | 228,973 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $4,495,103 | 236,709 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $4,738,888 | 220,516 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $5,635,342 | 216,411 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $6,032,538 | 217,154 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $6,212,160 | 215,700 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $5,900,974 | 201,536 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $5,913,158 | 196,320 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $5,374,385 | 184,941 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $5,058,580 | 185,296 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $4,646,811 | 190,991 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $3,686,674 | 182,238 | Shares | Sole | 2020-05-14 |