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Disclosery

LPL Financial LLC: PBE position timeline

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

LPL Financial LLC held 92,322 PBE 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 92,322 shares
    Change vs previous 13F +5,582 shares

    <0.01% of the 13F portfolio, value $8,276,536.

    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 86,740 shares
    Change vs previous 13F -10,564 shares

    <0.01% of the 13F portfolio, value $6,868,112.

    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 97,304 shares
    Change vs previous 13F +4,617 shares

    <0.01% of the 13F portfolio, value $7,993,505.

    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 92,687 shares
    Change vs previous 13F +15,792 shares

    <0.01% of the 13F portfolio, value $6,476,062.

    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 76,895 shares
    Change vs previous 13F -5,869 shares

    <0.01% of the 13F portfolio, value $4,928,973.

    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 82,764 shares
    Change vs previous 13F -9,341 shares

    <0.01% of the 13F portfolio, value $5,250,532.

    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 92,105 shares
    Change vs previous 13F +1,503 shares

    <0.01% of the 13F portfolio, value $6,127,633.

    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 90,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,325,799.

    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).