LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in PAI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $944,099 | 75,649 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,167,286 | 91,052 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $758,642 | 58,447 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $684,635 | 53,279 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $647,755 | 51,779 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $664,128 | 51,643 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $613,217 | 50,763 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $550,488 | 45,159 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $590,718 | 49,063 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $310,815 | 27,628 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $321,860 | 27,675 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $320,302 | 26,826 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $281,289 | 24,291 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $228,298 | 20,402 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $239,855 | 19,872 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $279,851 | 20,532 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $334,825 | 21,422 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $234,689 | 14,977 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $233,216 | 14,902 | Shares | Sole | 2021-08-13 |