Question 1

Does LPL Financial own RKLB stock?

Accepted Answer

As of its Q1 2025 13F, LPL Financial held 378,208 shares of RKLB (Rocket Lab USA), worth $6.8M.

Question 2

How many shares of RKLB does LPL Financial own?

Accepted Answer

As of its Q1 2025 13F, LPL Financial held 378,208 shares of RKLB (Rocket Lab USA).

Question 3

What is LPL Financial's RKLB position worth?

Accepted Answer

As of its Q1 2025 13F, LPL Financial's RKLB position was worth $6.8M.

Question 4

When did LPL Financial first buy RKLB?

Accepted Answer

LPL Financial already held RKLB in its Q3 2021 13F, the earliest on record, and listed it in 14 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$35.77	0
2025-Q1	Increased	378,208	+51.4%	$6.8M	0.0%	$17.88	38
2024-Q4	Increased	249,873	+89.7%	$6.4M	0.0%	$25.47	43
2024-Q3	Increased	131,750	+79.8%	$1.3M	0.0%	$9.73	39