LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in MMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $839,143 | 56,432 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,920,118 | 126,908 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,753,502 | 118,560 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,791,488 | 118,799 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,176,618 | 78,809 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $3,098,901 | 183,802 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $3,102,764 | 187,139 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $2,879,725 | 176,130 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,917,678 | 118,011 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,678,390 | 168,135 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $2,660,240 | 155,843 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $2,478,718 | 142,619 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,725,743 | 107,456 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,027,329 | 65,939 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,195,099 | 65,882 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,334,756 | 71,187 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,538,343 | 70,631 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,730,012 | 78,996 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,754,743 | 78,512 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,485,971 | 66,996 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,273,955 | 58,492 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $1,142,197 | 55,152 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $1,009,353 | 49,551 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $1,202,471 | 62,531 | Shares | Sole | 2020-05-14 |