LPL Financial LLC
Holdings in IDR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,169,800 | 103,469 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $2,083,930 | 61,673 | Shares | Sole | 2025-11-12 |
| 2025-03-31 | $651,806 | 45,549 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $409,311 | 40,168 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $764,064 | 47,546 | Shares | Sole | 2024-11-08 |
| 2022-09-30 | $273,951 | 57,674 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $574,179 | 72,958 | Shares | Sole | 2022-08-12 |