LPL Financial LLC
Holdings in SMCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $24,463,661 | 835,793 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $239,700 | 5,000 | Shares | Sole | 2025-11-12 |
| 2025-09-30 | $48,672,475 | 1,015,279 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $50,801,266 | 1,036,549 | Shares | Sole | 2025-08-12 |
| 2025-06-30 | $230,347 | 4,700 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $29,911,105 | 873,572 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $20,592,440 | 675,605 | Shares | Sole | 2025-02-11 |