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LPL Financial LLC: PBI position timeline

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

LPL Financial LLC held 226,796 PBI 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 226,796 shares
    Change vs previous 13F +12,551 shares

    <0.01% of the 13F portfolio, value $3,973,465.

    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 214,245 shares
    Change vs previous 13F -95,549 shares

    <0.01% of the 13F portfolio, value $2,367,406.

    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 309,794 shares
    Change vs previous 13F -2,582 shares

    <0.01% of the 13F portfolio, value $3,274,517.

    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 312,376 shares
    Change vs previous 13F +18,013 shares

    <0.01% of the 13F portfolio, value $3,564,206.

    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 294,363 shares
    Change vs previous 13F -56,870 shares

    <0.01% of the 13F portfolio, value $3,211,498.

    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 351,233 shares
    Change vs previous 13F +117,636 shares

    <0.01% of the 13F portfolio, value $3,178,660.

    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 233,597 shares
    Change vs previous 13F +34,717 shares

    <0.01% of the 13F portfolio, value $1,691,240.

    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 198,880 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,418,016.

    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).