LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in RFM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $162,345 | 11,621 | Shares | Sole | 2026-02-11 |
| 2025-03-31 | $369,559 | 25,004 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $377,385 | 25,379 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $760,835 | 46,720 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $772,586 | 47,720 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $775,927 | 47,720 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $764,774 | 49,436 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,016,501 | 71,084 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,408,263 | 88,570 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,358,906 | 87,728 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,375,575 | 87,728 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $459,969 | 29,580 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $371,931 | 22,270 | Shares | Sole | 2022-08-12 |