Holdings in LPLA
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$91,011,559 |
254,813 |
-69.4%
|
Shares |
Defined |
2026-02-11 |
| 2025-06-30 |
$312,168,524 |
832,516 |
-4.4%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$285,025,632 |
871,265 |
+238.1%
|
Shares |
Defined |
2025-05-06 |
| 2024-12-31 |
$84,144,892 |
257,710 |
-74.7%
|
Shares |
Defined |
2025-02-10 |
| 2023-03-31 |
$206,392,744 |
1,019,727 |
-17.0%
|
Shares |
Defined |
2023-05-09 |
| 2022-12-31 |
$265,509,505 |
1,228,244 |
+1.1%
|
Shares |
Defined |
2023-02-07 |
| 2022-09-30 |
$265,349,203 |
1,214,524 |
+9.3%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$205,014,468 |
1,111,310 |
+39.0%
|
Shares |
Defined |
2022-08-09 |
| 2022-03-31 |
$146,045,535 |
799,461 |
—
|
Shares |
Defined |
2022-08-03 |
