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Disclosery

LPL Financial LLC: PAAS position timeline

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

LPL Financial LLC held 201,643 PAAS 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 201,643 shares
    Change vs previous 13F -11,664 shares

    <0.01% of the 13F portfolio, value $9,031,584.

    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 213,307 shares
    Change vs previous 13F -30,461 shares

    <0.01% of the 13F portfolio, value $11,652,962.

    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 243,768 shares
    Change vs previous 13F -2,189 shares

    <0.01% of the 13F portfolio, value $12,629,635.

    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 245,957 shares
    Change vs previous 13F +8,763 shares

    <0.01% of the 13F portfolio, value $9,525,898.

    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 237,194 shares
    Change vs previous 13F +29,470 shares

    <0.01% of the 13F portfolio, value $6,736,314.

    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 207,724 shares
    Change vs previous 13F +21,008 shares

    <0.01% of the 13F portfolio, value $5,365,498.

    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 186,716 shares
    Change vs previous 13F -1,254 shares

    <0.01% of the 13F portfolio, value $3,775,396.

    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 187,970 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,922,943.

    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).