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Disclosery

LPL Financial LLC: PDI position timeline

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

LPL Financial LLC held 5,545,160 PDI 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 5,545,160 shares
    Change vs previous 13F +256,224 shares

    0.02% of the 13F portfolio, value $92,604,171.

    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 5,288,936 shares
    Change vs previous 13F +414,913 shares

    0.02% of the 13F portfolio, value $90,493,690.

    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 4,874,023 shares
    Change vs previous 13F -49,114 shares

    0.02% of the 13F portfolio, value $86,318,939.

    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 4,923,137 shares
    Change vs previous 13F +744,608 shares

    0.03% of the 13F portfolio, value $97,478,103.

    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 4,178,529 shares
    Change vs previous 13F +676,147 shares

    0.03% of the 13F portfolio, value $79,266,696.

    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 3,502,382 shares
    Change vs previous 13F +601,535 shares

    0.03% of the 13F portfolio, value $69,347,165.

    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 2,900,847 shares
    Change vs previous 13F +289,535 shares

    0.02% of the 13F portfolio, value $53,201,532.

    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 2,611,312 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,931,299.

    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).