Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$550,814 |
130,835 |
+17.1%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$583,004 |
111,687 |
+2.8%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$371,622 |
108,662 |
-8.2%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$367,944 |
118,310 |
+228.1%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$110,710 |
36,062 |
-15.9%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$173,586 |
42,861 |
+38.9%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$127,114 |
30,853 |
+10.2%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$114,738 |
27,985 |
-55.3%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$301,875 |
62,630 |
+41.9%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$215,446 |
44,149 |
-20.7%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$337,293 |
55,659 |
-6.6%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$380,030 |
59,566 |
+22.1%
|
Shares |
Defined |
2023-08-11 |
| 2022-12-31 |
$242,003 |
48,791 |
-19.3%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$246,745 |
60,477 |
-17.3%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$407,842 |
73,090 |
+10.2%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$547,695 |
66,307 |
+103504.7%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$646 |
64 |
-55.2%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$1,136 |
143 |
-13.3%
|
Shares |
Defined |
2022-02-14 |
| 2021-06-30 |
$1,763 |
165 |
+96.4%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$839 |
84 |
—
|
Shares |
Defined |
2021-05-14 |
