Holdings in LPL
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$336,703 |
79,977 |
+8.2%
|
Shares |
Defined |
2026-01-05 |
| 2025-09-30 |
$385,883 |
73,924 |
+12.6%
|
Shares |
Defined |
2025-10-02 |
| 2025-06-30 |
$224,471 |
65,635 |
+198.3%
|
Shares |
Defined |
2025-07-14 |
| 2025-03-31 |
$68,423 |
22,001 |
+376.1%
|
Shares |
Defined |
2025-04-15 |
| 2024-12-31 |
$14,186 |
4,621 |
-48.2%
|
Shares |
Defined |
2025-01-03 |
| 2024-09-30 |
$36,134 |
8,922 |
+18.8%
|
Shares |
Defined |
2024-10-07 |
| 2024-06-30 |
$30,932 |
7,508 |
+45.9%
|
Shares |
Defined |
2024-07-02 |
| 2024-03-31 |
$21,094 |
5,145 |
+136.0%
|
Shares |
Defined |
2024-04-05 |
| 2023-12-31 |
$10,507 |
2,180 |
—
|
Shares |
Defined |
2024-02-01 |
