Holdings in LPLA
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$176,366,259 |
493,788 |
+6680.9%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$2,422,648 |
7,282 |
-12.3%
|
Shares |
Sole |
2025-11-13 |
| 2025-06-30 |
$3,115,250 |
8,308 |
-40.1%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$4,538,413 |
13,873 |
-58.9%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$11,034,078 |
33,794 |
+113.4%
|
Shares |
Sole |
2025-01-29 |
| 2024-09-30 |
$3,684,626 |
15,839 |
+90.9%
|
Shares |
Defined |
2024-10-29 |
| 2024-06-30 |
$2,317,631 |
8,298 |
-64.8%
|
Shares |
Sole |
2024-07-31 |
| 2024-03-31 |
$6,232,213 |
23,589 |
+243.3%
|
Shares |
Sole |
2024-04-30 |
| 2023-12-31 |
$1,563,977 |
6,871 |
+11.3%
|
Shares |
Sole |
2024-02-05 |
| 2023-09-30 |
$1,467,726 |
6,176 |
-55.5%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$3,017,058 |
13,876 |
—
|
Shares |
Defined |
2023-08-03 |
