LPL Financial LLC
Holdings in LDI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $169,833 | 82,045 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $232,472 | 75,724 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $93,823 | 73,877 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $87,913 | 73,877 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $81,671 | 40,035 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $78,484 | 28,749 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $47,435 | 28,749 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $74,459 | 28,749 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $101,780 | 28,915 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $59,704 | 34,712 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $73,589 | 34,712 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $42,338 | 26,297 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $43,390 | 26,297 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $16,852 | 12,767 | Shares | Sole | 2022-11-14 |
| 2022-03-31 | $103,745 | 24,999 | Shares | Sole | 2022-05-16 |