LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $34,269,340 | 2,656,538 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $40,066,740 | 2,774,705 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $36,176,376 | 2,600,746 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $35,434,692 | 2,450,532 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $32,121,893 | 2,235,344 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $29,110,394 | 2,022,960 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $27,184,578 | 1,899,691 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $27,197,705 | 1,829,032 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $22,617,693 | 1,708,285 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $22,108,846 | 1,691,572 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $21,816,396 | 1,558,314 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $13,664,713 | 1,095,807 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $12,135,156 | 1,010,421 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $11,313,511 | 962,852 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $12,182,050 | 973,785 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $18,875,588 | 1,229,680 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $20,607,549 | 1,245,922 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $22,426,374 | 1,226,155 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $22,870,768 | 1,155,673 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $18,948,474 | 1,037,136 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $18,097,633 | 1,013,873 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $14,404,041 | 892,997 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $19,568,594 | 1,261,676 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $18,656,086 | 1,445,088 | Shares | Sole | 2020-05-14 |