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Disclosery

LPL Financial LLC: NFJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on NFJ, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 745,664 NFJ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 745,664 shares
    Change vs previous 13F +9,225 shares

    <0.01% of the 13F portfolio, value $11,326,638.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 736,439 shares
    Change vs previous 13F +683 shares

    <0.01% of the 13F portfolio, value $9,286,498.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 735,756 shares
    Change vs previous 13F +95,006 shares

    <0.01% of the 13F portfolio, value $9,483,896.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 640,750 shares
    Change vs previous 13F +35,284 shares

    <0.01% of the 13F portfolio, value $8,336,151.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 605,466 shares
    Change vs previous 13F +10,981 shares

    <0.01% of the 13F portfolio, value $7,507,776.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 594,485 shares
    Change vs previous 13F +377,371 shares

    <0.01% of the 13F portfolio, value $7,211,105.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 217,114 shares
    Change vs previous 13F +18,923 shares

    <0.01% of the 13F portfolio, value $2,742,145.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 198,191 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,584,412.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).