LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in NIE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,727,029 | 269,945 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $5,349,685 | 213,050 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,542,840 | 190,077 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $3,926,238 | 177,417 | Shares | Sole | 2025-05-07 |
| 2024-09-30 | $2,696,679 | 117,196 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $2,614,918 | 112,518 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $2,048,774 | 91,504 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,950,003 | 93,257 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,296,370 | 65,177 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,389,618 | 65,703 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,213,407 | 61,751 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,061,769 | 58,243 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,352,544 | 66,595 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,295,858 | 62,451 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $560,658 | 20,658 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $511,294 | 16,964 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $409,839 | 13,907 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $861,265 | 28,481 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $464,685 | 16,590 | Shares | Sole | 2021-05-14 |