LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,263 positions · $111,823,892,245 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

41 quarters · across all stocks

Holdings in IDR

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Shares Held

Position Value (USD)

8 quarters on record
Report Date Value (USD) Shares
2026-03-31 $4,080,846 127,050
2025-12-31 $4,169,800 103,469
2025-09-30 $2,083,930 61,673
2025-03-31 $651,806 45,549
2024-12-31 $409,311 40,168
2024-09-30 $764,064 47,546
2022-09-30 $273,951 57,674
2022-06-30 $574,179 72,958