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Disclosery

LPL Financial LLC: PBT position timeline

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

LPL Financial LLC held 197,716 PBT 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 197,716 shares
    Change vs previous 13F -13,524 shares

    <0.01% of the 13F portfolio, value $4,950,819.

    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 211,240 shares
    Change vs previous 13F -18,716 shares

    <0.01% of the 13F portfolio, value $4,545,884.

    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 229,956 shares
    Change vs previous 13F -3,748 shares

    <0.01% of the 13F portfolio, value $3,904,657.

    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 233,704 shares
    Change vs previous 13F -2,093 shares

    <0.01% of the 13F portfolio, value $4,265,097.

    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 235,797 shares
    Change vs previous 13F -986 shares

    <0.01% of the 13F portfolio, value $2,938,027.

    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 236,783 shares
    Change vs previous 13F -55,262 shares

    <0.01% of the 13F portfolio, value $2,346,520.

    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 292,045 shares
    Change vs previous 13F +20,496 shares

    <0.01% of the 13F portfolio, value $3,235,861.

    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 271,549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,228,722.

    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).