Number of Shares
2,196,759
Previous 1,452,065 51.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
N/A
744,694 Added 51.29%
2,196,759 $0
Q2 2025

Aug 12, 2025

BUY
N/A
398,209 Added 37.79%
1,452,065 $0
Q1 2025

May 07, 2025

BUY
N/A
464,497 Added 78.81%
1,053,856 $0
Q4 2024

Feb 11, 2025

BUY
N/A
301,715 Added 104.89%
589,359 $0
Q3 2024

Nov 08, 2024

BUY
N/A
8,147 Added 2.91%
287,644 $0
Q2 2024

Aug 07, 2024

BUY
N/A
279,497 New
279,497 $0
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.