LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in IDE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,106,040 | 89,922 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,051,028 | 86,647 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,049,154 | 89,748 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $895,586 | 84,649 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $894,803 | 88,158 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,048,016 | 92,255 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $890,327 | 87,031 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $886,089 | 84,229 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,033,504 | 101,523 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $961,860 | 102,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,053,138 | 106,701 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,146,641 | 118,823 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,037,438 | 113,134 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,074,634 | 121,565 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,215,554 | 124,417 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,391,692 | 119,664 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,470,413 | 121,723 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,543,624 | 122,900 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,349,187 | 105,323 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $543,407 | 43,894 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $167,169 | 16,230 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $124,181 | 13,058 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $122,518 | 13,583 | Shares | Sole | 2020-08-13 |