Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$116,267 |
27,617 |
+14.4%
|
Shares |
Sole |
2026-01-26 |
| 2025-09-30 |
$126,052 |
24,148 |
+7.6%
|
Shares |
Sole |
2025-10-15 |
| 2025-06-30 |
$76,737 |
22,438 |
+4.1%
|
Shares |
Sole |
2025-07-25 |
| 2025-03-31 |
$67,011 |
21,547 |
+4.2%
|
Shares |
Sole |
2025-05-01 |
| 2024-12-31 |
$63,478 |
20,677 |
+9.9%
|
Shares |
Sole |
2025-02-04 |
| 2024-09-30 |
$76,221 |
18,820 |
-1.6%
|
Shares |
Sole |
2024-10-08 |
| 2024-06-30 |
$78,819 |
19,131 |
+5.9%
|
Shares |
Sole |
2024-07-10 |
| 2024-03-31 |
$74,099 |
18,073 |
+66.4%
|
Shares |
Sole |
2024-04-05 |
| 2023-12-31 |
$52,354 |
10,862 |
+0.4%
|
Shares |
Sole |
2024-02-01 |
| 2023-09-30 |
$52,811 |
10,822 |
+31.2%
|
Shares |
Sole |
2023-10-11 |
| 2023-06-30 |
$50,001 |
8,251 |
+13.9%
|
Shares |
Sole |
2023-08-03 |
| 2023-03-31 |
$46,229 |
7,246 |
+15.5%
|
Shares |
Sole |
2023-05-01 |
| 2022-12-31 |
$31,119 |
6,274 |
+24.8%
|
Shares |
Sole |
2023-02-01 |
| 2022-09-30 |
$20,506 |
5,026 |
+56.2%
|
Shares |
Sole |
2022-10-27 |
| 2022-06-30 |
$17,950 |
3,217 |
+97.2%
|
Shares |
Sole |
2022-07-28 |
| 2022-03-31 |
$13,472 |
1,631 |
+419.4%
|
Shares |
Sole |
2022-04-21 |
| 2021-12-31 |
$3,171 |
314 |
—
|
Shares |
Sole |
2022-01-31 |
