LPL Financial LLC
Holdings in SMA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,090,562 | 261,492 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $808,657 | 21,484 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $781,626 | 21,574 | Shares | Sole | 2025-08-12 |