LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in PIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $235,122 | 70,396 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $244,690 | 71,131 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $306,156 | 91,390 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $167,417 | 50,427 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $165,533 | 50,777 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $158,750 | 46,829 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $153,680 | 47,579 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $154,604 | 48,314 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $153,691 | 48,179 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $152,180 | 50,391 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $162,234 | 51,340 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $166,654 | 52,407 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $166,784 | 52,120 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $169,841 | 52,259 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $174,649 | 51,217 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $171,897 | 48,016 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $161,756 | 40,951 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $170,533 | 41,900 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $174,496 | 41,646 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $160,868 | 37,238 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $156,256 | 36,940 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $175,772 | 42,767 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $170,258 | 41,730 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $146,263 | 35,849 | Shares | Sole | 2020-05-14 |