LPL Financial LLC
Holdings in SOC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,826,293 | 424,201 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $358,401 | 20,527 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $382,320 | 17,394 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $320,372 | 12,628 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $312,264 | 13,636 | Shares | Sole | 2025-02-11 |