WCM INVESTMENT MANAGEMENT, LLC
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $614,858,511 | 1,721,473 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $579,875,675 | 1,742,991 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $648,989,451 | 1,730,777 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $534,989,707 | 1,635,354 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $536,003,713 | 1,641,615 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $383,762,266 | 1,649,668 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $464,676,437 | 1,663,718 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $448,364,308 | 1,697,064 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $386,064,916 | 1,696,094 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $583,912,466 | 2,457,027 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $532,017,508 | 2,446,845 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $498,722,708 | 2,464,045 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $552,590,182 | 2,556,276 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $523,148,612 | 2,394,492 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $282,909,119 | 1,533,549 | Shares | Sole | 2022-08-09 |