Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$191,571 |
45,504 |
+4.6%
|
Shares |
Other |
2026-01-16 |
| 2025-09-30 |
$227,106 |
43,507 |
-23.1%
|
Shares |
Other |
2025-10-16 |
| 2025-06-30 |
$193,493 |
56,577 |
+48.8%
|
Shares |
Other |
2025-07-24 |
| 2025-03-31 |
$118,267 |
38,028 |
+1850.2%
|
Shares |
Sole |
2025-04-21 |
| 2024-12-31 |
$5,986 |
1,950 |
+23.8%
|
Shares |
Other |
2025-01-30 |
| 2024-09-30 |
$6,378 |
1,575 |
-91.6%
|
Shares |
Other |
2024-10-17 |
| 2024-06-30 |
$77,418 |
18,791 |
+2340.4%
|
Shares |
Defined |
2024-07-18 |
| 2024-03-31 |
$3,157 |
770 |
-94.8%
|
Shares |
Defined |
2024-05-01 |
| 2023-12-31 |
$71,335 |
14,800 |
+75.6%
|
Shares |
Other |
2024-01-18 |
| 2023-09-30 |
$41,138 |
8,430 |
+36.4%
|
Shares |
Other |
2023-10-11 |
| 2023-06-30 |
$37,462 |
6,182 |
-68.4%
|
Shares |
Other |
2023-07-14 |
| 2023-03-31 |
$124,664 |
19,540 |
+1024.3%
|
Shares |
Other |
2023-04-17 |
| 2022-12-31 |
$8,620 |
1,738 |
-51.2%
|
Shares |
Sole |
2023-01-17 |
| 2022-09-30 |
$14,532 |
3,562 |
+228.0%
|
Shares |
Sole |
2022-10-21 |
| 2022-06-30 |
$6,059 |
1,086 |
—
|
Shares |
Other |
2022-08-09 |
