FAMILY WEALTH PARTNERS, LLC
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $36,433,125 | 102,005 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $35,146,702 | 105,644 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $41,959,892 | 111,902 | Shares | Sole | 2025-07-15 |
| 2025-03-31 | $36,621,687 | 111,945 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $35,217,695 | 107,861 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $34,405,046 | 147,896 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $41,137,538 | 147,288 | Shares | Sole | 2024-07-11 |
| 2024-03-31 | $38,821,548 | 146,940 | Shares | Sole | 2024-04-16 |
| 2023-12-31 | $16,050,396 | 70,514 | Shares | Sole | 2024-03-20 |