Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$225,908 |
53,660 |
+17.5%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$238,449 |
45,680 |
+243.0%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$45,544 |
13,317 |
-53.1%
|
Shares |
Defined |
2025-08-12 |
| 2024-09-30 |
$114,914 |
28,374 |
+0.6%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$116,179 |
28,199 |
+130.6%
|
Shares |
Defined |
2024-08-12 |
| 2024-03-31 |
$50,147 |
12,231 |
-41.0%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$99,908 |
20,728 |
+25.1%
|
Shares |
Defined |
2024-02-13 |
| 2022-12-31 |
$82,192 |
16,571 |
+29.1%
|
Shares |
Defined |
2023-02-14 |
| 2021-12-31 |
$129,623 |
12,834 |
—
|
Shares |
Defined |
2022-02-11 |
