Holdings in LPLA
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,294,868,759 |
3,625,357 |
+37.9%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$874,492,632 |
2,628,551 |
+15960.1%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$6,137,133 |
16,367 |
+201.1%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$1,778,005 |
5,435 |
-71.8%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$6,286,623 |
19,254 |
+8.1%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$4,142,442 |
17,807 |
0.0%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$4,973,495 |
17,807 |
-96.5%
|
Shares |
Defined |
2024-08-13 |
| 2022-12-31 |
$109,056,467 |
504,494 |
0.0%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$110,221,849 |
504,494 |
—
|
Shares |
Defined |
2022-11-14 |
