Insight Financial Services
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,798 | 3,040 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $15,868 | 3,040 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $10,396 | 3,040 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $9,454 | 3,040 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $9,332 | 3,040 | Shares | Sole | 2025-01-15 |