Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,941,416 |
461,144 |
+14.5%
|
Shares |
Sole |
2026-02-03 |
| 2025-09-30 |
$2,101,963 |
402,675 |
+55.1%
|
Shares |
Sole |
2025-10-17 |
| 2025-06-30 |
$888,081 |
259,673 |
+58.3%
|
Shares |
Sole |
2025-07-30 |
| 2025-03-31 |
$510,033 |
163,998 |
+87.7%
|
Shares |
Sole |
2025-05-13 |
| 2024-12-31 |
$268,210 |
87,365 |
+8.4%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$326,280 |
80,563 |
-29.0%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$467,784 |
113,540 |
+40.9%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$330,308 |
80,563 |
-20.5%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$488,516 |
101,352 |
-18.0%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$602,816 |
123,528 |
-35.1%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$1,152,993 |
190,263 |
+44.0%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$842,759 |
132,094 |
+10.5%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$592,858 |
119,528 |
+28.0%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$380,880 |
93,353 |
-5.5%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$551,337 |
98,806 |
+23.8%
|
Shares |
Sole |
2022-08-10 |
| 2022-03-31 |
$659,065 |
79,790 |
+20.2%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$670,347 |
66,371 |
+65.5%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$318,787 |
40,099 |
+12.9%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$379,805 |
35,529 |
+18.8%
|
Shares |
Sole |
2021-08-10 |
| 2021-03-31 |
$298,770 |
29,907 |
+26.9%
|
Shares |
Sole |
2021-05-13 |
| 2020-12-31 |
$198,939 |
23,571 |
+9.4%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$140,662 |
21,541 |
-8.4%
|
Shares |
Sole |
2020-10-27 |
| 2020-06-30 |
$113,611 |
23,522 |
—
|
Shares |
Sole |
2020-08-12 |
