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LPL Financial LLC: PCTY position timeline

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

LPL Financial LLC held 9,769 PCTY 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 9,769 shares
    Change vs previous 13F -4,799 shares

    <0.01% of the 13F portfolio, value $1,021,101.

    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 14,568 shares
    Change vs previous 13F -3,608 shares

    <0.01% of the 13F portfolio, value $1,573,959.

    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 18,176 shares
    Change vs previous 13F -4,807 shares

    <0.01% of the 13F portfolio, value $2,771,810.

    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 22,983 shares
    Change vs previous 13F -1,118 shares

    <0.01% of the 13F portfolio, value $3,660,532.

    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 24,101 shares
    Change vs previous 13F +961 shares

    <0.01% of the 13F portfolio, value $4,366,894.

    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 23,140 shares
    Change vs previous 13F +4,033 shares

    <0.01% of the 13F portfolio, value $4,166,833.

    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 19,107 shares
    Change vs previous 13F +3,515 shares

    <0.01% of the 13F portfolio, value $3,780,032.

    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 15,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,572,212.

    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).