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Disclosery

LPL Financial LLC: PBA position timeline

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

LPL Financial LLC held 95,153 PBA 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 95,153 shares
    Change vs previous 13F -5,226 shares

    <0.01% of the 13F portfolio, value $4,400,827.

    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 100,379 shares
    Change vs previous 13F +1,771 shares

    <0.01% of the 13F portfolio, value $4,492,949.

    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 98,608 shares
    Change vs previous 13F -5,541 shares

    <0.01% of the 13F portfolio, value $3,753,038.

    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 104,149 shares
    Change vs previous 13F +11,568 shares

    <0.01% of the 13F portfolio, value $4,213,879.

    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 92,581 shares
    Change vs previous 13F +7,269 shares

    <0.01% of the 13F portfolio, value $3,472,730.

    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 85,312 shares
    Change vs previous 13F +3,558 shares

    <0.01% of the 13F portfolio, value $3,415,040.

    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 81,754 shares
    Change vs previous 13F -3,003 shares

    <0.01% of the 13F portfolio, value $3,020,806.

    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 84,757 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,495,370.

    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).