LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,241,987 | 306,502 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $3,893,448 | 275,740 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,894,654 | 214,737 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $3,342,998 | 240,850 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $2,899,290 | 213,340 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $2,943,751 | 208,481 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $2,279,421 | 171,514 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $3,393,527 | 257,671 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,949,770 | 159,295 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,475,246 | 124,179 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,339,316 | 102,551 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $942,412 | 76,001 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $699,476 | 54,775 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $616,025 | 46,704 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $490,760 | 35,434 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $590,504 | 34,756 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $727,338 | 37,185 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $555,886 | 26,496 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $329,596 | 14,219 | Shares | Sole | 2021-08-13 |