Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$350,272 |
83,200 |
+53.1%
|
Shares |
Sole |
2026-01-28 |
| 2025-09-30 |
$283,602 |
54,330 |
+172.8%
|
Shares |
Sole |
2025-11-06 |
| 2025-03-31 |
$61,941 |
19,917 |
+16.2%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$52,632 |
17,144 |
+48.7%
|
Shares |
Sole |
2025-01-23 |
| 2024-09-30 |
$46,680 |
11,526 |
-5.9%
|
Shares |
Sole |
2024-11-07 |
| 2024-06-30 |
$50,490 |
12,255 |
+6.5%
|
Shares |
Sole |
2024-08-06 |
| 2023-12-31 |
$55,439 |
11,502 |
-7.4%
|
Shares |
Sole |
2024-01-18 |
| 2023-09-30 |
$60,609 |
12,420 |
-5.1%
|
Shares |
Sole |
2023-10-18 |
| 2023-06-30 |
$79,313 |
13,088 |
-16.9%
|
Shares |
Sole |
2023-08-10 |
| 2022-09-30 |
$64,235 |
15,744 |
-11.1%
|
Shares |
Sole |
2022-11-07 |
| 2022-06-30 |
$98,866 |
17,718 |
+19.1%
|
Shares |
Sole |
2022-07-26 |
| 2022-03-31 |
$122,908 |
14,880 |
-3.8%
|
Shares |
Sole |
2022-04-12 |
| 2020-06-30 |
$74,744 |
15,475 |
—
|
Shares |
Sole |
2020-08-05 |
