Holdings in LPLA
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$129,425,549 |
362,364 |
+21.2%
|
Shares |
Sole |
2026-02-17 |
| 2025-09-30 |
$99,432,058 |
298,873 |
+11.3%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$100,659,946 |
268,448 |
-19.9%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$109,582,412 |
334,971 |
+43.7%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$76,130,704 |
233,165 |
-16.4%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$64,853,289 |
278,783 |
+25.6%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$61,992,869 |
221,958 |
-49.1%
|
Shares |
Sole |
2024-08-14 |
| 2023-09-30 |
$103,635,837 |
436,086 |
+19.8%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$79,155,608 |
364,051 |
-25.0%
|
Shares |
Sole |
2023-08-14 |
| 2020-06-30 |
$38,069,080 |
485,575 |
—
|
Shares |
Sole |
2020-08-14 |
