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Disclosery

LPL Financial LLC: PEG position timeline

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

LPL Financial LLC held 1,172,859 PEG 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 1,172,859 shares
    Change vs previous 13F -4,092 shares

    0.02% of the 13F portfolio, value $95,189,181.

    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 1,176,951 shares
    Change vs previous 13F +9,476 shares

    0.03% of the 13F portfolio, value $95,274,160.

    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 1,167,475 shares
    Change vs previous 13F -31,747 shares

    0.03% of the 13F portfolio, value $93,748,204.

    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 1,199,222 shares
    Change vs previous 13F +396,376 shares

    0.03% of the 13F portfolio, value $100,087,126.

    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 802,846 shares
    Change vs previous 13F +69,617 shares

    0.02% of the 13F portfolio, value $67,583,594.

    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 733,229 shares
    Change vs previous 13F +72,117 shares

    0.02% of the 13F portfolio, value $60,344,764.

    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 661,112 shares
    Change vs previous 13F +105,401 shares

    0.02% of the 13F portfolio, value $55,857,311.

    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 555,711 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $49,574,913.

    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).