Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,385,968 |
804,268 |
+5.1%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$3,995,977 |
765,513 |
+5.7%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$2,476,589 |
724,149 |
+2.7%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$2,191,906 |
704,793 |
+10.1%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$1,965,831 |
640,336 |
+1.9%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$2,544,610 |
628,299 |
+1.2%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$2,558,054 |
620,887 |
+2.4%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$2,485,620 |
606,249 |
+36.7%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$2,137,549 |
443,475 |
+2.8%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$2,104,792 |
431,310 |
+3.8%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$2,516,881 |
415,327 |
-10.8%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$2,972,020 |
465,834 |
+7.5%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$2,149,525 |
433,372 |
-32.9%
|
Shares |
Defined |
2023-05-15 |
| 2022-09-30 |
$2,633,750 |
645,527 |
+1.9%
|
Shares |
Defined |
2022-11-15 |
| 2022-06-30 |
$3,534,740 |
633,466 |
+1.9%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$5,133,276 |
621,462 |
+7.2%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$5,855,000 |
579,703 |
+6.0%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$4,348,276 |
546,953 |
-0.8%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$5,891,162 |
551,091 |
-6.2%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$5,868,016 |
587,389 |
+10.4%
|
Shares |
Defined |
2021-07-09 |
| 2020-12-31 |
$4,492,552 |
532,293 |
+2.8%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$3,380,920 |
517,752 |
+3.6%
|
Shares |
Defined |
2020-11-10 |
| 2020-06-30 |
$2,413,222 |
499,632 |
+29.4%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$1,713,995 |
386,035 |
—
|
Shares |
Defined |
2020-06-19 |
