Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$359,555 |
85,405 |
+9.8%
|
Shares |
Sole |
2026-01-26 |
| 2025-09-30 |
$406,100 |
77,797 |
+16.7%
|
Shares |
Sole |
2025-10-21 |
| 2025-06-30 |
$228,028 |
66,675 |
+41.1%
|
Shares |
Sole |
2025-07-24 |
| 2025-03-31 |
$146,991 |
47,264 |
+98.7%
|
Shares |
Sole |
2025-04-24 |
| 2024-12-31 |
$73,010 |
23,782 |
+16.7%
|
Shares |
Sole |
2025-02-10 |
| 2024-09-30 |
$82,543 |
20,381 |
-8.7%
|
Shares |
Sole |
2024-10-30 |
| 2024-06-30 |
$91,987 |
22,327 |
-28.7%
|
Shares |
Sole |
2024-08-08 |
| 2024-03-31 |
$128,465 |
31,333 |
+20.3%
|
Shares |
Sole |
2024-05-01 |
| 2023-12-31 |
$125,527 |
26,043 |
-34.1%
|
Shares |
Sole |
2024-02-01 |
| 2023-09-30 |
$192,764 |
39,501 |
+1.4%
|
Shares |
Sole |
2023-10-23 |
| 2023-06-30 |
$236,127 |
38,965 |
+4.5%
|
Shares |
Sole |
2023-07-21 |
| 2023-03-31 |
$237,922 |
37,292 |
+103.3%
|
Shares |
Sole |
2023-05-02 |
| 2022-12-31 |
$90,991 |
18,345 |
-18.8%
|
Shares |
Sole |
2023-01-27 |
| 2022-09-30 |
$92,163 |
22,589 |
+23.1%
|
Shares |
Sole |
2022-11-02 |
| 2022-06-30 |
$102,432 |
18,357 |
+2.8%
|
Shares |
Sole |
2022-07-15 |
| 2022-03-31 |
$147,531 |
17,861 |
-1.7%
|
Shares |
Sole |
2022-04-18 |
| 2021-12-31 |
$183,466 |
18,165 |
+71.4%
|
Shares |
Sole |
2022-01-25 |
| 2021-09-30 |
$84,262 |
10,599 |
-30.7%
|
Shares |
Sole |
2021-10-22 |
| 2021-06-30 |
$163,589 |
15,303 |
+38.5%
|
Shares |
Sole |
2021-07-26 |
| 2021-03-31 |
$110,349 |
11,046 |
+9.0%
|
Shares |
Sole |
2021-04-20 |
| 2020-12-31 |
$85,547 |
10,136 |
-15.9%
|
Shares |
Sole |
2021-01-21 |
| 2020-09-30 |
$78,706 |
12,053 |
—
|
Shares |
Sole |
2020-10-19 |
