LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,263 positions · $111,823,892,245 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

41 quarters · across all stocks

Holdings in PLTM

Export CSV

Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,606,132 349,346
2025-12-31 $7,847,153 397,727
2025-09-30 $4,448,731 294,423
2025-06-30 $1,419,769 109,213
2025-03-31 $360,734 37,266
2024-12-31 $329,106 37,441
2024-09-30 $356,741 37,528
2024-06-30 $380,494 39,352
2024-03-31 $347,871 39,352
2023-12-31 $374,535 38,812
2023-09-30 $257,874 29,254
2023-06-30 $224,703 25,419
2023-03-31 $220,256 22,735
2022-12-31 $108,381 10,322
2022-09-30 $85,704 10,151
2022-06-30 $106,264 12,103
2022-03-31 $1,276,316 131,919
2021-12-31 $123,900 13,078
2021-09-30 $115,435 12,146