Skip to content
Disclosery

LPL Financial LLC: P position timeline

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

LPL Financial LLC held 209,804 P 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 209,804 shares
    Change vs previous 13F +14,418 shares

    <0.01% of the 13F portfolio, value $16,530,418.

    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 195,386 shares
    Change vs previous 13F +19,399 shares

    <0.01% of the 13F portfolio, value $11,535,560.

    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 175,987 shares
    Change vs previous 13F +22,707 shares

    <0.01% of the 13F portfolio, value $11,792,855.

    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 153,280 shares
    Change vs previous 13F +28,183 shares

    <0.01% of the 13F portfolio, value $12,846,355.

    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 125,097 shares
    Change vs previous 13F +6,729 shares

    <0.01% of the 13F portfolio, value $7,203,085.

    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 118,368 shares
    Change vs previous 13F +21,812 shares

    <0.01% of the 13F portfolio, value $5,240,151.

    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 96,556 shares
    Change vs previous 13F +18,306 shares

    <0.01% of the 13F portfolio, value $5,931,435.

    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 78,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,931,280.

    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).