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Disclosery

LPL Financial LLC: PCEF position timeline

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

LPL Financial LLC held 908,977 PCEF 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 908,977 shares
    Change vs previous 13F -64,655 shares

    <0.01% of the 13F portfolio, value $18,461,319.

    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 973,632 shares
    Change vs previous 13F -127,440 shares

    <0.01% of the 13F portfolio, value $18,323,760.

    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 1,101,072 shares
    Change vs previous 13F -5,789 shares

    0.01% of the 13F portfolio, value $21,889,316.

    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 1,106,861 shares
    Change vs previous 13F +5,639 shares

    0.01% of the 13F portfolio, value $22,104,007.

    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 1,101,222 shares
    Change vs previous 13F +142,602 shares

    0.01% of the 13F portfolio, value $21,517,880.

    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 958,620 shares
    Change vs previous 13F -15,822 shares

    0.01% of the 13F portfolio, value $18,069,994.

    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 974,442 shares
    Change vs previous 13F +13,133 shares

    0.01% of the 13F portfolio, value $18,670,318.

    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 961,309 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,947,409.

    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).