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Disclosery

LPL Financial LLC: PAA position timeline

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

LPL Financial LLC held 834,226 PAA 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 834,226 shares
    Change vs previous 13F +74,947 shares

    <0.01% of the 13F portfolio, value $18,569,875.

    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 759,279 shares
    Change vs previous 13F +23,269 shares

    <0.01% of the 13F portfolio, value $16,954,699.

    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 736,010 shares
    Change vs previous 13F +34,661 shares

    <0.01% of the 13F portfolio, value $13,218,737.

    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 701,349 shares
    Change vs previous 13F +38,506 shares

    <0.01% of the 13F portfolio, value $11,965,018.

    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 662,843 shares
    Change vs previous 13F +45,847 shares

    <0.01% of the 13F portfolio, value $12,143,288.

    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 616,996 shares
    Change vs previous 13F +171,559 shares

    <0.01% of the 13F portfolio, value $12,339,933.

    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 445,437 shares
    Change vs previous 13F -12,032 shares

    <0.01% of the 13F portfolio, value $7,608,075.

    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 457,469 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,946,237.

    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).