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Custom Truck One shares owned by LPL Financial

Quarter-by-quarter ownership of Custom Truck One (CTOS) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Custom Truck One

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All positions including Custom Truck One held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Custom Truck One by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $391k 61k 6.42
2025-06-30 $281k 57k 4.94
2025-03-31 $218k 52k 4.22
2024-12-31 $226k 47k 4.81
2024-09-30 $166k 48k 3.45
2024-06-30 $207k 48k 4.35
2024-03-31 $271k 47k 5.82
2023-09-30 $281k 45k 6.20
2023-06-30 $321k 48k 6.74
2023-03-31 $330k 49k 6.79
2022-12-31 $313k 50k 6.32
2022-09-30 $313k 54k 5.83
2022-06-30 $274k 49k 5.59
2021-12-31 $359k 45k 8.00
2021-09-30 $427k 46k 9.33
2021-06-30 $414k 43k 9.53