LPL Financial LLC
Holdings in SERV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,583,240 | 152,528 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,183,724 | 101,782 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $758,346 | 66,289 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $261,941 | 45,555 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $293,827 | 21,765 | Shares | Sole | 2025-02-11 |