Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,669,013 |
633,970 |
+125.0%
|
Shares |
Sole |
2026-02-19 |
| 2025-09-30 |
$1,470,588 |
281,722 |
+55.9%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$617,993 |
180,700 |
+32.9%
|
Shares |
Sole |
2025-09-26 |
| 2025-03-31 |
$422,828 |
135,958 |
-8.4%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$455,541 |
148,385 |
+42.7%
|
Shares |
Other |
2025-02-10 |
| 2024-09-30 |
$421,021 |
103,956 |
+24.5%
|
Shares |
Other |
2024-11-12 |
| 2024-06-30 |
$343,965 |
83,487 |
-58.6%
|
Shares |
Other |
2024-08-13 |
| 2024-03-31 |
$827,109 |
201,734 |
+37.0%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$709,686 |
147,238 |
-4.8%
|
Shares |
Other |
2024-02-09 |
| 2023-09-30 |
$754,866 |
154,686 |
-17.1%
|
Shares |
Other |
2023-11-03 |
| 2023-06-30 |
$1,130,940 |
186,624 |
+14.4%
|
Shares |
Other |
2023-08-10 |
| 2023-03-31 |
$1,040,520 |
163,091 |
+211.4%
|
Shares |
Other |
2023-05-15 |
| 2022-12-31 |
$259,780 |
52,375 |
—
|
Shares |
Other |
2023-02-15 |
