Position in LPL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$165,594
-$29,796 QoQ
Shares Held
42,679
-8.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026BSW Wealth Partners holds $28,823,603 across 3 Consumer Electronics names. LPL ranks #3 (0.6% of the industry book) .
All Filings in LPL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,594 | 42,679 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $195,390 | 46,411 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $235,526 | 45,120 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $60,523 | 17,697 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $41,670 | 13,399 | Shares | Sole | 2025-04-24 | |
| 2023-09-30 | $75,161 | 15,402 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $115,079 | 18,990 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $119,191 | 18,682 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $115,959 | 23,379 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $58,952 | 10,565 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $97,162 | 11,763 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||