Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,250,823 |
772,167 |
-51.6%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$8,320,601 |
1,593,985 |
+2.1%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$5,338,573 |
1,560,987 |
-0.3%
|
Shares |
Defined |
2025-08-15 |
| 2025-03-31 |
$4,867,053 |
1,564,969 |
+321.1%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$1,140,799 |
371,596 |
-20.6%
|
Shares |
Defined |
2025-05-15 |
| 2024-09-30 |
$1,896,319 |
468,227 |
-6.6%
|
Shares |
Defined |
2025-05-14 |
| 2024-06-30 |
$2,065,088 |
501,235 |
+13209.5%
|
Shares |
Defined |
2025-05-14 |
| 2024-03-31 |
$15,440 |
3,766 |
-99.1%
|
Shares |
Defined |
2024-10-17 |
| 2023-12-31 |
$2,030,280 |
421,220 |
-92.3%
|
Shares |
Defined |
2024-08-16 |
| 2023-09-30 |
$26,738,137 |
5,479,127 |
-6.0%
|
Shares |
Defined |
2023-11-15 |
| 2023-06-30 |
$35,331,058 |
5,830,208 |
+3.9%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$35,811,321 |
5,613,060 |
+4.7%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$26,600,611 |
5,363,027 |
-0.3%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$21,946,856 |
5,379,132 |
+8.3%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$27,705,970 |
4,965,228 |
+153.3%
|
Shares |
Defined |
2022-10-27 |
| 2022-03-31 |
$16,194,001 |
1,960,533 |
+1.9%
|
Shares |
Defined |
2022-10-27 |
| 2021-12-31 |
$19,441,429 |
1,924,894 |
-16.5%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$18,319,351 |
2,304,321 |
-25.3%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$32,987,618 |
3,085,839 |
-19.9%
|
Shares |
Defined |
2021-08-23 |
| 2021-03-31 |
$38,487,244 |
3,852,577 |
-5.9%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$34,564,618 |
4,095,334 |
+0.0%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$26,729,810 |
4,093,386 |
+17.0%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$16,900,725 |
3,499,115 |
+16.9%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$13,290,180 |
2,993,284 |
—
|
Shares |
Defined |
2020-05-26 |
