Holdings in LPLA
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$199,997,698 |
559,951 |
+1.2%
|
Shares |
Sole |
2026-02-06 |
| 2025-09-30 |
$184,084,363 |
553,321 |
+1.6%
|
Shares |
Sole |
2025-10-31 |
| 2025-06-30 |
$204,210,161 |
544,604 |
+1.0%
|
Shares |
Sole |
2025-08-01 |
| 2025-03-31 |
$176,362,482 |
539,104 |
+1.3%
|
Shares |
Sole |
2025-05-02 |
| 2024-12-31 |
$173,835,229 |
532,404 |
+2.3%
|
Shares |
Sole |
2025-02-07 |
| 2024-09-30 |
$121,061,582 |
520,404 |
+8.0%
|
Shares |
Sole |
2024-11-01 |
| 2024-06-30 |
$134,564,225 |
481,791 |
+6.1%
|
Shares |
Sole |
2024-08-02 |
| 2024-03-31 |
$120,023,681 |
454,291 |
+6.5%
|
Shares |
Sole |
2024-05-03 |
| 2023-12-31 |
$97,053,981 |
426,386 |
+41.5%
|
Shares |
Sole |
2024-02-02 |
| 2023-09-30 |
$71,595,388 |
301,264 |
+137.1%
|
Shares |
Sole |
2023-11-03 |
| 2023-06-30 |
$27,626,438 |
127,059 |
+546.0%
|
Shares |
Sole |
2023-08-04 |
| 2023-03-31 |
$3,981,207 |
19,670 |
+633.7%
|
Shares |
Sole |
2023-04-28 |
| 2022-12-31 |
$579,551 |
2,681 |
—
|
Shares |
Sole |
2023-02-03 |
