Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$115,758 |
27,496 |
-29.4%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$203,193 |
38,926 |
-4.5%
|
Shares |
Sole |
2025-10-29 |
| 2025-06-30 |
$139,330 |
40,740 |
+1.1%
|
Shares |
Sole |
2025-08-11 |
| 2025-03-31 |
$125,264 |
40,278 |
+0.9%
|
Shares |
Sole |
2025-05-07 |
| 2024-12-31 |
$122,517 |
39,908 |
+6.9%
|
Shares |
Sole |
2025-02-07 |
| 2024-09-30 |
$151,259 |
37,348 |
+1.2%
|
Shares |
Sole |
2024-10-17 |
| 2024-06-30 |
$152,040 |
36,903 |
+11.6%
|
Shares |
Sole |
2024-08-08 |
| 2024-03-31 |
$135,619 |
33,078 |
+21.6%
|
Shares |
Defined |
2024-05-07 |
| 2023-12-31 |
$131,113 |
27,202 |
+55.6%
|
Shares |
Defined |
2024-02-12 |
| 2023-09-30 |
$85,287 |
17,477 |
+14.6%
|
Shares |
Sole |
2023-10-26 |
| 2023-06-30 |
$92,415 |
15,250 |
+23.3%
|
Shares |
Sole |
2023-07-31 |
| 2023-03-31 |
$78,882 |
12,364 |
+21.2%
|
Shares |
Sole |
2023-04-24 |
| 2022-12-31 |
$50,606 |
10,203 |
+273.6%
|
Shares |
Sole |
2023-01-26 |
| 2020-12-31 |
$23,049 |
2,731 |
—
|
Shares |
Sole |
2021-02-12 |
