FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $147,776,944 | 413,744 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $145,686,614 | 437,905 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $166,908,521 | 445,125 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $153,742,060 | 469,958 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $156,072,433 | 478,002 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $113,045,617 | 485,946 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $135,968,546 | 486,819 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $131,814,399 | 498,919 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $114,329,201 | 502,281 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $120,755,906 | 508,125 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $111,702,053 | 513,738 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $106,285,704 | 525,127 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $115,589,341 | 534,715 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $119,001,904 | 544,681 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $101,637,042 | 550,938 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $109,161,347 | 597,555 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $100,346,653 | 626,814 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $99,960,208 | 637,664 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $86,184,460 | 638,498 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $199,661,018 | 1,404,481 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $147,262,338 | 1,412,995 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $137,204,798 | 1,789,550 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $154,388,651 | 1,969,243 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $112,210,329 | 2,061,553 | Shares | Sole | 2020-05-13 |