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Disclosery

LPL Financial LLC: PDM position timeline

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

LPL Financial LLC held 177,256 PDM 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 177,256 shares
    Change vs previous 13F +3,484 shares

    <0.01% of the 13F portfolio, value $1,621,892.

    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 173,772 shares
    Change vs previous 13F -3,102 shares

    <0.01% of the 13F portfolio, value $1,141,679.

    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 176,874 shares
    Change vs previous 13F +10,272 shares

    <0.01% of the 13F portfolio, value $1,475,128.

    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 166,602 shares
    Change vs previous 13F +21,668 shares

    <0.01% of the 13F portfolio, value $1,499,418.

    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 144,934 shares
    Change vs previous 13F +8,543 shares

    <0.01% of the 13F portfolio, value $1,056,565.

    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 136,391 shares
    Change vs previous 13F -5,767 shares

    <0.01% of the 13F portfolio, value $1,005,202.

    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 142,158 shares
    Change vs previous 13F -10,012 shares

    <0.01% of the 13F portfolio, value $1,300,748.

    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 152,170 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,536,912.

    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).