Skip to content
Disclosery

LPL Financial LLC: PAI position timeline

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

LPL Financial LLC held 91,493 PAI 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 91,493 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $1,108,904.

    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 91,217 shares
    Change vs previous 13F +15,568 shares

    <0.01% of the 13F portfolio, value $1,103,269.

    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 75,649 shares
    Change vs previous 13F -15,403 shares

    <0.01% of the 13F portfolio, value $944,097.

    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 91,052 shares
    Change vs previous 13F +32,605 shares

    <0.01% of the 13F portfolio, value $1,167,291.

    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 58,447 shares
    Change vs previous 13F +5,168 shares

    <0.01% of the 13F portfolio, value $758,638.

    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 53,279 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $684,635.

    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 51,779 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $647,750.

    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 51,643 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $664,125.

    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).