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LPL Financial LLC: PAPI position timeline

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

LPL Financial LLC held 389,581 PAPI 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 389,581 shares
    Change vs previous 13F +142,789 shares

    <0.01% of the 13F portfolio, value $10,401,823.

    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 246,792 shares
    Change vs previous 13F +104,092 shares

    <0.01% of the 13F portfolio, value $6,752,238.

    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 142,700 shares
    Change vs previous 13F +41,329 shares

    <0.01% of the 13F portfolio, value $3,679,372.

    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 101,371 shares
    Change vs previous 13F +44,718 shares

    <0.01% of the 13F portfolio, value $2,640,715.

    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 56,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,431,055.

    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).