Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$625,424 |
148,557 |
-20.8%
|
Shares |
Defined |
2026-02-18 |
| 2025-09-30 |
$978,687 |
187,488 |
-39.3%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$1,056,886 |
309,031 |
-21.2%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$1,220,207 |
392,350 |
+46.2%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$823,852 |
268,356 |
-34.8%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$1,667,202 |
411,655 |
+60.2%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$1,058,625 |
256,948 |
+72.7%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$610,152 |
148,818 |
+8.2%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$662,721 |
137,494 |
-23.5%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$877,111 |
179,736 |
—
|
Shares |
Defined |
2024-02-21 |
