Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$363,759 |
86,404 |
-5.3%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$476,329 |
91,251 |
+8.9%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$286,645 |
83,815 |
+3.3%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$252,455 |
81,176 |
+18.3%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$210,696 |
68,631 |
+28.7%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$216,030 |
53,341 |
+17.4%
|
Shares |
Other |
2024-11-13 |
| 2024-06-30 |
$187,199 |
45,437 |
+4.9%
|
Shares |
Other |
2024-08-14 |
| 2024-03-31 |
$177,653 |
43,330 |
-12.5%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$238,738 |
49,531 |
+6.3%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$227,465 |
46,612 |
-13.8%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$327,694 |
54,075 |
+5.4%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$327,293 |
51,300 |
+3.2%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$246,447 |
49,687 |
+3.8%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$195,276 |
47,862 |
-5.5%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$282,564 |
50,639 |
+1.7%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$411,107 |
49,771 |
-29.3%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$710,999 |
70,396 |
+29.0%
|
Shares |
Defined |
2022-02-08 |
| 2021-09-30 |
$433,879 |
54,576 |
-87.3%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$4,596,935 |
430,022 |
-5.0%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$4,523,911 |
452,844 |
+2.2%
|
Shares |
Other |
2021-05-12 |
| 2020-12-31 |
$3,739,595 |
443,080 |
+22.0%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$2,372,061 |
363,256 |
+0.9%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$1,738,930 |
360,027 |
+20.5%
|
Shares |
Other |
2020-08-14 |
| 2020-03-31 |
$1,327,044 |
298,884 |
—
|
Shares |
Defined |
2020-05-14 |
