Dodge & Cox
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,410,453,614 | 3,948,970 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,107,609,845 | 3,329,255 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,013,059,823 | 2,701,709 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $498,384,704 | 1,523,460 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $153,495,289 | 470,109 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,618,792 | 15,556 | Shares | Sole | 2024-11-13 |