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Winmill & Co’s LPL Financial LPLA Stock Holding History

Winmill & Co’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14M Sell
46,500
-2,360
-5% -$792K 4.04% 10
2025
Q4 		$17.5M Hold
48,860
– – 4.65% 9
2025
Q3 		$16.3M Hold
48,860
– – 3.94% 7
2025
Q2 		$18.3M Hold
48,860
– – 5.09% 4
2025
Q1 		$16M Hold
48,860
– – 4.86% 5
2024
Q4 		$16M Hold
48,860
– – 5.16% 5
2024
Q3 		$11.4M Buy
48,860
+24,200
+98% +$5.45M 3.82% 11
2024
Q2 		$6.89M Hold
24,660
– – 2.35% 19
2024
Q1 		$6.52M Hold
24,660
– – 1.85% 25
2023
Q4 		$5.61M Hold
24,660
– – 1.8% 25
2023
Q3 		$5.86M Buy
+24,660
New +$5.73M 2.15% 19

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VPM
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VCM
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SC
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Capital World Investors
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