LPL Financial LLC: PANL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on PANL, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 22,510 PANL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 22,510 sharesChange vs previous 13F -2,785 shares
<0.01% of the 13F portfolio, value $146,315.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,295 sharesChange vs previous 13F +920 shares
<0.01% of the 13F portfolio, value $179,089.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,375 sharesChange vs previous 13F +9,450 shares
<0.01% of the 13F portfolio, value $167,700.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,925 sharesChange vs previous 13F +500 shares
<0.01% of the 13F portfolio, value $75,819.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,425 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $67,798.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,425 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $68,663.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).