Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,274,383 |
302,704 |
+2.5%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$1,542,040 |
295,410 |
-21.3%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$1,284,343 |
375,539 |
+3.4%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$1,129,990 |
363,341 |
+2.3%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$1,090,454 |
355,197 |
+1.9%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$1,412,287 |
348,713 |
-3.3%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$1,485,313 |
360,513 |
-30.1%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$2,114,111 |
515,637 |
-1.6%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$2,526,176 |
524,103 |
+13.3%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$2,257,283 |
462,558 |
+2.4%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$2,736,411 |
451,553 |
+4015.5%
|
Shares |
Sole |
2023-08-08 |
| 2020-12-31 |
$92,603 |
10,972 |
-52.8%
|
Shares |
Sole |
2021-02-10 |
| 2020-06-30 |
$112,268 |
23,244 |
—
|
Shares |
Sole |
2020-08-13 |
