Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$713,215 |
169,410 |
+19.0%
|
Shares |
Other |
2026-02-11 |
| 2025-09-30 |
$743,030 |
142,343 |
+4.3%
|
Shares |
Other |
2025-10-22 |
| 2025-06-30 |
$466,929 |
136,529 |
+6.1%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$400,138 |
128,662 |
+498.6%
|
Shares |
Other |
2025-04-30 |
| 2024-12-31 |
$65,989 |
21,495 |
-13.4%
|
Shares |
Other |
2025-02-13 |
| 2024-09-30 |
$100,561 |
24,830 |
+112.0%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$48,249 |
11,711 |
-81.7%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$262,166 |
63,943 |
+3.7%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$297,278 |
61,676 |
-30.5%
|
Shares |
Sole |
2024-01-26 |
| 2023-09-30 |
$432,885 |
88,706 |
-19.5%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$668,151 |
110,256 |
+7.0%
|
Shares |
Other |
2023-08-14 |
| 2023-03-31 |
$657,695 |
103,087 |
+12.3%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$455,486 |
91,832 |
+27.0%
|
Shares |
Sole |
2023-02-15 |
| 2022-09-30 |
$295,134 |
72,337 |
+3.1%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$391,582 |
70,176 |
+37.2%
|
Shares |
Sole |
2022-08-10 |
| 2021-12-31 |
$516,584 |
51,147 |
—
|
Shares |
Sole |
2022-02-14 |
