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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,266 positions · $113,459,488,838 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in INSW

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Shares Held

Position Value (USD)

20 quarters on record
Report Date Value (USD) Shares
2026-03-31 $5,002,701 68,643
2025-12-31 $2,899,163 59,715
2025-09-30 $2,586,240 56,125
2025-06-30 $1,986,445 54,453
2025-03-31 $1,522,419 45,856
2024-12-31 $469,915 13,075
2024-06-30 $1,315,287 22,244
2024-03-31 $1,222,695 22,983
2023-12-31 $985,187 21,662
2023-09-30 $1,065,600 23,680
2023-03-31 $494,283 11,859
2022-09-30 $276,754 7,878
2021-12-31 $427,775 29,140
2021-09-30 $562,414 30,868
2021-06-30 $570,739 29,757
2021-03-31 $554,403 28,607
2020-12-31 $428,041 26,212
2020-09-30 $374,980 25,666
2020-06-30 $424,284 25,966
2020-03-31 $401,901 16,823