LPL Financial LLC

CIK
0001403438
City
FORT MILL
State / Country
SC

Holdings in XYZ

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $31,561,294 484,887
2025-09-30 $2,984,751 41,300
2025-09-30 $37,785,935 522,844
2025-06-30 $37,692,319 554,870
2025-03-31 $29,427,029 541,635
2024-12-31 $48,547,902 571,219
2024-09-30 $34,698,691 516,888
2024-06-30 $33,954,049 526,501
2024-03-31 $40,462,564 478,394
2023-12-31 $33,772,092 436,614
2023-09-30 $17,103,259 386,427
2023-06-30 $24,819,426 372,832
2023-03-31 $24,166,859 352,030
2022-12-31 $22,809,286 362,974
2022-09-30 $23,147,545 420,941
2022-06-30 $29,902,072 486,529
2022-03-31 $67,928,413 500,947
2021-12-31 $73,268,042 453,644
2021-09-30 $108,737,699 453,376
2021-06-30 $105,285,273 431,851
2021-03-31 $93,547,778 412,014
2020-12-31 $85,857,674 394,494
2020-12-31 $3,482,240 16,000
2020-09-30 $55,206,531 339,628
2020-09-30 $2,600,800 16,000
2020-06-30 $32,352,372 308,294
2020-03-31 $14,554,254 277,859