Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$99,419 |
23,615 |
-73.7%
|
Shares |
Sole |
2026-02-12 |
| 2025-09-30 |
$467,821 |
89,621 |
+9.7%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$279,496 |
81,724 |
-1.0%
|
Shares |
Sole |
2025-08-27 |
| 2025-03-31 |
$256,811 |
82,576 |
+2.0%
|
Shares |
Sole |
2025-08-01 |
| 2024-12-31 |
$248,630 |
80,987 |
+65.9%
|
Shares |
Sole |
2025-08-01 |
| 2024-09-30 |
$197,708 |
48,817 |
+24.2%
|
Shares |
Sole |
2025-07-31 |
| 2024-06-30 |
$161,874 |
39,290 |
+63.9%
|
Shares |
Sole |
2025-07-31 |
| 2024-03-31 |
$98,256 |
23,965 |
-19.5%
|
Shares |
Sole |
2025-07-31 |
| 2023-12-31 |
$143,491 |
29,770 |
-10.3%
|
Shares |
Sole |
2025-07-31 |
| 2023-09-30 |
$162,016 |
33,200 |
-35.5%
|
Shares |
Sole |
2025-07-31 |
| 2023-06-30 |
$311,750 |
51,444 |
+107.1%
|
Shares |
Sole |
2025-07-31 |
| 2022-12-31 |
$123,221 |
24,843 |
—
|
Shares |
Sole |
2023-02-06 |
