LPL Financial LLC
Holdings in ROIV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,626,833 | 351,467 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,697,888 | 112,220 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $420,709 | 37,330 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $203,131 | 20,132 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $867,233 | 73,308 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $759,978 | 65,856 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $322,152 | 30,478 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $406,211 | 38,540 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $224,487 | 19,990 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $127,428 | 10,910 | Shares | Sole | 2023-11-13 |