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Disclosery

LPL Financial LLC: PEGA position timeline

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

LPL Financial LLC held 37,474 PEGA 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 37,474 shares
    Change vs previous 13F +4,977 shares

    <0.01% of the 13F portfolio, value $1,123,107.

    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 32,497 shares
    Change vs previous 13F +783 shares

    <0.01% of the 13F portfolio, value $1,383,091.

    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 31,714 shares
    Change vs previous 13F -2,419 shares

    <0.01% of the 13F portfolio, value $1,893,936.

    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 34,133 shares
    Change vs previous 13F +5,821 shares

    <0.01% of the 13F portfolio, value $1,962,629.

    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 28,312 shares
    Change vs previous 13F +14,284 shares

    <0.01% of the 13F portfolio, value $1,532,510.

    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 14,028 shares
    Change vs previous 13F +3,033 shares

    <0.01% of the 13F portfolio, value $975,235.

    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 10,995 shares
    Change vs previous 13F +6,344 shares

    <0.01% of the 13F portfolio, value $1,024,719.

    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 4,651 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $339,978.

    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).