Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$195,390 |
46,411 |
+2.9%
|
Shares |
Sole |
2026-01-23 |
| 2025-09-30 |
$235,526 |
45,120 |
+155.0%
|
Shares |
Sole |
2025-10-15 |
| 2025-06-30 |
$60,523 |
17,697 |
+32.1%
|
Shares |
Sole |
2025-07-18 |
| 2025-03-31 |
$41,670 |
13,399 |
-13.0%
|
Shares |
Sole |
2025-04-24 |
| 2023-09-30 |
$75,161 |
15,402 |
-18.9%
|
Shares |
Sole |
2023-10-27 |
| 2023-06-30 |
$115,079 |
18,990 |
+1.6%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$119,191 |
18,682 |
-20.1%
|
Shares |
Sole |
2023-05-15 |
| 2022-12-31 |
$115,959 |
23,379 |
+121.3%
|
Shares |
Sole |
2023-02-14 |
| 2022-06-30 |
$58,952 |
10,565 |
-10.2%
|
Shares |
Sole |
2022-08-15 |
| 2022-03-31 |
$97,162 |
11,763 |
—
|
Shares |
Sole |
2022-05-16 |
