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LPL Financial LLC: PBR position timeline

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

LPL Financial LLC held 681,014 PBR 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 681,014 shares
    Change vs previous 13F +57,563 shares

    <0.01% of the 13F portfolio, value $11,005,184.

    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 623,451 shares
    Change vs previous 13F +160,713 shares

    <0.01% of the 13F portfolio, value $12,936,611.

    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 462,738 shares
    Change vs previous 13F +115,361 shares

    <0.01% of the 13F portfolio, value $5,483,447.

    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 347,377 shares
    Change vs previous 13F +7,610 shares

    <0.01% of the 13F portfolio, value $4,397,789.

    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 339,767 shares
    Change vs previous 13F -52,487 shares

    <0.01% of the 13F portfolio, value $4,250,485.

    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 392,254 shares
    Change vs previous 13F +54,086 shares

    <0.01% of the 13F portfolio, value $5,624,923.

    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 338,168 shares
    Change vs previous 13F +55,005 shares

    <0.01% of the 13F portfolio, value $4,348,845.

    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 283,163 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,080,373.

    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).