Advisor Group Holdings, Inc.
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,245 | 17,398 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $109,708 | 21,017 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $9,969 | 2,915 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,082 | 348 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $13,897 | 4,527 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $10,258 | 2,533 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $8,660 | 2,102 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,652 | 403 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,320 | 274 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $7,554 | 1,548 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $5,502 | 908 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $440 | 69 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $5,193 | 1,047 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $546 | 134 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $747 | 134 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,082 | 131 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $1,323 | 131 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $5,867 | 738 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $12,304 | 1,151 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $54,605 | 5,466 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $5,621 | 666 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $4,603 | 705 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $2,559 | 530 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $2,353 | 530 | Shares | Defined | 2020-05-18 |