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Disclosery

LPL Financial LLC: PDO position timeline

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

LPL Financial LLC held 373,292 PDO 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 373,292 shares
    Change vs previous 13F +7,561 shares

    <0.01% of the 13F portfolio, value $4,934,914.

    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 365,731 shares
    Change vs previous 13F +59,229 shares

    <0.01% of the 13F portfolio, value $4,728,899.

    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 306,502 shares
    Change vs previous 13F +30,762 shares

    <0.01% of the 13F portfolio, value $4,241,992.

    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 275,740 shares
    Change vs previous 13F +61,003 shares

    <0.01% of the 13F portfolio, value $3,893,449.

    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 214,737 shares
    Change vs previous 13F -26,113 shares

    <0.01% of the 13F portfolio, value $2,894,648.

    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 240,850 shares
    Change vs previous 13F +27,510 shares

    <0.01% of the 13F portfolio, value $3,342,997.

    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 213,340 shares
    Change vs previous 13F +4,859 shares

    <0.01% of the 13F portfolio, value $2,899,293.

    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 208,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,943,757.

    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).