Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$134,336 |
31,909 |
-5.1%
|
Shares |
Sole |
2026-02-17 |
| 2025-03-31 |
$104,589 |
33,630 |
-30.2%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$147,964 |
48,197 |
+179.1%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$69,935 |
17,268 |
+15.7%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$61,511 |
14,930 |
+33.6%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$45,809 |
11,173 |
+199.1%
|
Shares |
Sole |
2024-05-15 |
| 2020-09-30 |
$24,396 |
3,736 |
-3.2%
|
Shares |
Sole |
2020-11-16 |
| 2020-06-30 |
$18,643 |
3,860 |
0.0%
|
Shares |
Sole |
2020-08-14 |
| 2020-03-31 |
$17,138 |
3,860 |
—
|
Shares |
Sole |
2020-05-20 |