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Disclosery

LPL Financial LLC: PDBC position timeline

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

LPL Financial LLC held 31,130,327 PDBC 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 31,130,327 shares
    Change vs previous 13F +368,406 shares

    0.11% of the 13F portfolio, value $494,349,595.

    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 30,761,921 shares
    Change vs previous 13F +498,302 shares

    0.14% of the 13F portfolio, value $532,796,465.

    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 30,263,619 shares
    Change vs previous 13F -81,735 shares

    0.11% of the 13F portfolio, value $400,992,951.

    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 30,345,354 shares
    Change vs previous 13F +1,836,759 shares

    0.12% of the 13F portfolio, value $407,538,097.

    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 28,508,595 shares
    Change vs previous 13F +1,738,800 shares

    0.12% of the 13F portfolio, value $371,752,081.

    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 26,769,795 shares
    Change vs previous 13F +21,473,500 shares

    0.14% of the 13F portfolio, value $364,872,303.

    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 5,296,295 shares
    Change vs previous 13F +2,495,385 shares

    0.03% of the 13F portfolio, value $68,798,876.

    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 2,800,910 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $37,616,226.

    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).