LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in OIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $907,035 | 150,921 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $929,397 | 154,129 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $803,464 | 139,733 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $702,082 | 116,625 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $718,584 | 121,794 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,131,275 | 164,909 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $937,317 | 147,609 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,055,123 | 161,581 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,086,053 | 171,032 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $972,146 | 167,323 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,218,041 | 195,199 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $979,878 | 147,572 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,049,817 | 168,240 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $654,925 | 111,762 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $628,765 | 97,483 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $747,395 | 105,267 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $583,240 | 72,905 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $499,872 | 62,877 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $473,611 | 56,993 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $441,792 | 55,994 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $426,012 | 53,994 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $396,849 | 54,363 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $529,754 | 73,988 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $496,598 | 72,180 | Shares | Sole | 2020-05-14 |