LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in NPV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $384,405 | 34,725 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $460,960 | 39,738 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $350,242 | 31,105 | Shares | Sole | 2025-08-12 |
| 2022-03-31 | $218,447 | 15,362 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $261,461 | 15,362 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $255,623 | 15,362 | Shares | Sole | 2021-11-15 |