Skip to content

LPL Financial LLC: PBJ position timeline

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

LPL Financial LLC held 34,340 PBJ 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 34,340 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $1,618,426.

    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 34,386 shares
    Change vs previous 13F -20,130 shares

    <0.01% of the 13F portfolio, value $1,683,559.

    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 54,516 shares
    Change vs previous 13F -50,025 shares

    <0.01% of the 13F portfolio, value $2,442,590.

    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 104,541 shares
    Change vs previous 13F -6,472 shares

    <0.01% of the 13F portfolio, value $4,794,240.

    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 111,013 shares
    Change vs previous 13F -5,690 shares

    <0.01% of the 13F portfolio, value $5,253,158.

    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 116,703 shares
    Change vs previous 13F -11,797 shares

    <0.01% of the 13F portfolio, value $5,364,711.

    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 128,500 shares
    Change vs previous 13F +3,585 shares

    <0.01% of the 13F portfolio, value $5,972,222.

    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 124,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,039,658.

    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).