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Disclosery

LPL Financial LLC: PB position timeline

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

LPL Financial LLC held 32,959 PB 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 32,959 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $2,407,003.

    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 32,840 shares
    Change vs previous 13F +7,621 shares

    <0.01% of the 13F portfolio, value $2,206,223.

    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 25,219 shares
    Change vs previous 13F +1,069 shares

    <0.01% of the 13F portfolio, value $1,742,882.

    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 24,150 shares
    Change vs previous 13F +2,498 shares

    <0.01% of the 13F portfolio, value $1,602,346.

    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 21,652 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $1,520,824.

    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 22,123 shares
    Change vs previous 13F -2,686 shares

    <0.01% of the 13F portfolio, value $1,578,897.

    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 24,809 shares
    Change vs previous 13F -2,538 shares

    <0.01% of the 13F portfolio, value $1,869,321.

    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 27,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,970,901.

    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).