Skip to main content

LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,274 positions · $113,470,930,472 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in ELME

Export CSV

Shares Held

Position Value (USD)

11 quarters on record
Report Date Value (USD) Shares
2026-03-31 $24,451 12,165
2025-12-31 $248,994 14,310
2025-09-30 $227,643 13,502
2025-06-30 $195,395 12,289
2025-03-31 $235,926 13,559
2024-12-31 $171,726 11,246
2024-09-30 $196,691 11,182
2022-06-30 $209,903 9,850
2022-03-31 $225,012 8,824
2021-12-31 $262,015 10,136
2021-09-30 $244,208 9,867