LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,465,766 | 190,855 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,349,366 | 170,590 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,181,888 | 157,166 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,257,633 | 161,235 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,206,449 | 155,872 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,283,496 | 156,524 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $1,306,481 | 166,219 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,356,189 | 171,236 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,334,240 | 173,278 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,336,507 | 186,663 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,430,395 | 187,716 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,728,619 | 218,536 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,429,234 | 188,305 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,390,950 | 189,245 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,507,518 | 187,037 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,469,164 | 171,032 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,242,933 | 128,935 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $945,135 | 96,937 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $827,294 | 84,677 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $554,213 | 59,657 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $413,144 | 44,907 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $307,423 | 33,932 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $137,661 | 16,082 | Shares | Sole | 2020-08-13 |