LPL Financial LLC
CIK
0001403438
City
FORT MILL
State / Country
SC
Holdings in TBLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,240,853 | 260,739 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $4,342,086 | 218,305 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,510,665 | 178,933 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $3,142,531 | 175,169 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $2,540,103 | 156,026 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,446,984 | 81,200 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $1,222,847 | 75,812 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,148,328 | 71,016 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $748,341 | 48,249 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $712,757 | 48,819 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $728,664 | 47,844 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $703,464 | 45,065 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $357,000 | 25,000 | Shares | Sole | 2023-02-07 |