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LPL Financial LLC: PEB position timeline

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

LPL Financial LLC held 18,273 PEB 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 18,273 shares
    Change vs previous 13F -1,526 shares

    <0.01% of the 13F portfolio, value $354,684.

    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 19,799 shares
    Change vs previous 13F +1,087 shares

    <0.01% of the 13F portfolio, value $250,060.

    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 18,712 shares
    Change vs previous 13F -2,405 shares

    <0.01% of the 13F portfolio, value $211,817.

    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 21,117 shares
    Change vs previous 13F +1,426 shares

    <0.01% of the 13F portfolio, value $240,519.

    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 19,691 shares
    Change vs previous 13F -537 shares

    <0.01% of the 13F portfolio, value $196,713.

    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 20,228 shares
    Change vs previous 13F +8,872 shares

    <0.01% of the 13F portfolio, value $204,910.

    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 11,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $153,880.

    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).