Position in LPL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$485,628
+$126,073 QoQ
Shares Held
125,162
+46.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026PDS Planning, Inc holds $35,273,550 across 3 Consumer Electronics names. LPL ranks #3 (1.4% of the industry book) .
All Filings in LPL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,628 | 125,162 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $359,555 | 85,405 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $406,100 | 77,797 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $228,028 | 66,675 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $146,991 | 47,264 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $73,010 | 23,782 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $82,543 | 20,381 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $91,987 | 22,327 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $128,465 | 31,333 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $125,527 | 26,043 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $192,764 | 39,501 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $236,127 | 38,965 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $237,922 | 37,292 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $90,991 | 18,345 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $92,163 | 22,589 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $102,432 | 18,357 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $147,531 | 17,861 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $183,466 | 18,165 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $84,262 | 10,599 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $163,589 | 15,303 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $110,349 | 11,046 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $85,547 | 10,136 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $78,706 | 12,053 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||