Skip to content
Disclosery

LPL Financial LLC: PCT position timeline

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

LPL Financial LLC held 779,093 PCT 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 779,093 shares
    Change vs previous 13F +99,072 shares

    <0.01% of the 13F portfolio, value $6,318,444.

    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 680,021 shares
    Change vs previous 13F -10,034 shares

    <0.01% of the 13F portfolio, value $3,529,309.

    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 690,055 shares
    Change vs previous 13F +198,409 shares

    <0.01% of the 13F portfolio, value $5,927,572.

    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 491,646 shares
    Change vs previous 13F -89,160 shares

    <0.01% of the 13F portfolio, value $6,465,145.

    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 580,806 shares
    Change vs previous 13F +117,520 shares

    <0.01% of the 13F portfolio, value $7,957,042.

    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 463,286 shares
    Change vs previous 13F -125,121 shares

    <0.01% of the 13F portfolio, value $3,205,939.

    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 588,407 shares
    Change vs previous 13F +24,270 shares

    <0.01% of the 13F portfolio, value $6,031,172.

    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 564,137 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,359,302.

    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).