Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,869,829 |
444,140 |
+11.0%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$2,089,331 |
400,255 |
+55.0%
|
Shares |
Sole |
2025-10-31 |
| 2025-06-30 |
$882,910 |
258,161 |
+46.7%
|
Shares |
Sole |
2025-07-25 |
| 2025-03-31 |
$547,216 |
175,954 |
+83.4%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$294,486 |
95,924 |
-4.3%
|
Shares |
Sole |
2025-02-10 |
| 2024-09-30 |
$405,992 |
100,245 |
+15.5%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$357,723 |
86,826 |
+3.8%
|
Shares |
Sole |
2024-08-12 |
| 2024-03-31 |
$342,981 |
83,654 |
+60.4%
|
Shares |
Sole |
2024-05-09 |
| 2023-09-30 |
$254,487 |
52,149 |
+3.9%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$304,284 |
50,212 |
+19.0%
|
Shares |
Sole |
2023-07-28 |
| 2023-03-31 |
$269,114 |
42,181 |
+20.7%
|
Shares |
Sole |
2023-05-10 |
| 2022-12-31 |
$173,277 |
34,935 |
-3.9%
|
Shares |
Sole |
2023-02-10 |
| 2022-09-30 |
$148,312 |
36,351 |
-21.8%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$259,336 |
46,476 |
+0.1%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$383,594 |
46,440 |
+8.8%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$431,300 |
42,703 |
-5.3%
|
Shares |
Sole |
2022-02-23 |
| 2021-09-30 |
$358,322 |
45,072 |
-54.5%
|
Shares |
Sole |
2021-11-09 |
| 2021-06-30 |
$1,059,763 |
99,136 |
0.0%
|
Shares |
Sole |
2021-07-21 |
| 2021-03-31 |
$990,368 |
99,136 |
+21.0%
|
Shares |
Sole |
2021-04-28 |
| 2020-09-30 |
$534,976 |
81,926 |
+48.8%
|
Shares |
Sole |
2020-10-26 |
| 2020-06-30 |
$265,843 |
55,040 |
+146.3%
|
Shares |
Sole |
2020-07-27 |
| 2020-03-31 |
$99,234 |
22,350 |
—
|
Shares |
Sole |
2020-05-13 |
