Investment Managers Ser Tr I shares owned by LPL Financial
Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Investment Managers Ser Tr I
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All positions including Investment Managers Ser Tr I held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Investment Managers Ser Tr I by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 93k | 18.33 |
| 2025-06-30 | $1.3M | 81k | 16.35 |
| 2025-03-31 | $1.4M | 95k | 14.49 |
| 2024-12-31 | $1.5M | 104k | 14.49 |
| 2024-09-30 | $1.6M | 105k | 15.51 |
| 2024-06-30 | $1.9M | 128k | 14.90 |
| 2024-03-31 | $1.4M | 44k | 31.83 |
| 2023-09-30 | $418k | 16k | 25.62 |
| 2023-06-30 | $394k | 15k | 25.49 |
| 2023-03-31 | $1.4M | 57k | 25.05 |
| 2022-12-31 | $228k | 9.0k | 25.38 |
| 2022-09-30 | $206k | 9.2k | 22.44 |